How to Track Your Robinhood Portfolio (2026 Guide)
Export your Robinhood data and get professional-grade portfolio analysis
Portfolio Genius Team
AI Portfolio Management Experts · Quantitative finance and portfolio optimization
Want to export your Robinhood holdings or find a portfolio analysis tool that goes beyond Robinhood's built-in charts? You can download your complete investment data—stocks, crypto, options—directly from Robinhood. Import that data into Portfolio Genius for free AI-powered analysis—risk scores, diversification breakdowns, and personalized trade suggestions—in under five minutes. No signup required to try it. Portfolio Genius supports CSV imports from Robinhood and many other platforms—see our full list of supported broker integrations. Compare all your options in our best portfolio trackers for 2026 roundup.
Robinhood Statements & History: What You Can Export
Robinhood allows you to download your complete investment history. If you hold accounts at other brokerages like Schwab or E*TRADE, you can export those too—see our guide on tracking your Schwab portfolio for an example.
Account Statements
Monthly and annual statements showing positions, cash balances, and account activity.
Transaction History
Complete record of all trades including stocks, options, and crypto transactions with dates, prices, and quantities.
Tax Documents
1099 forms and cost basis reports for tax filing, including realized gains and dividend income.
How to Export Robinhood Portfolio to Excel
Robinhood provides a comprehensive data export feature. Here's how to use it:
From the Mobile App
- Open the Robinhood app
- Tap your Account icon (person silhouette)
- Scroll down and tap Statements & History
- Select Account Statements
- Choose a statement to download (monthly or annual)
- Tap Download to save the PDF
From the Web (Recommended)
- Log in to robinhood.com
- Click Account in the top right
- Navigate to Statements & History
- Click Documents
- Select the document type and date range
- Download your statements and transaction history
Pro Tip: Request Your Data
For a complete export of all your data in machine-readable format, use Robinhood's data export feature: Go to Account → Settings → Privacy & Security → Download my data. This gives you CSV files with all your transactions.
What Your Robinhood Data Export Contains
When you request a data download, you'll receive several CSV files:
| File | Contains | Use For |
|---|---|---|
| stocks.csv | Stock transaction history | Trade history & cost basis |
| options.csv | Options trades | Options activity tracking |
| crypto.csv | Cryptocurrency transactions | Crypto position tracking |
| dividends.csv | Dividend payments received | Income tracking |
How to Import Robinhood Data Into a Portfolio Analyzer
Portfolio Genius makes it easy to import your Robinhood data with our AI-powered Import Wizard:
Use the Import Wizard
AI-Powered- Go to Portfolio Genius—no signup required to try it
- Click Import Portfolio from the dashboard
- Name your portfolio (e.g., "Robinhood Investing")
- Upload your Robinhood CSV file—our AI automatically extracts your positions
- Review and edit the extracted positions if needed
- Click Analyze Portfolio to get instant AI insights!
Alternative: Manual Entry
If you prefer, you can also enter positions manually:
- Click Create Portfolio
- Add your current holdings one by one
- Enter each ticker symbol, number of shares, and cost basis
- Configure your AI advisor and get your analysis
Why Robinhood Users Love Portfolio Genius
While Robinhood shows your holdings and basic P&L, Portfolio Genius adds:
- Professional risk metrics (Sharpe ratio, beta, volatility)
- AI-powered trade recommendations
- Sector and geographic diversification analysis
- Correlation analysis between your holdings
- Comparison to benchmarks like S&P 500
- Tax-loss harvesting suggestions
How to Keep Your Robinhood Portfolio in Sync
Since Robinhood doesn't offer API access for portfolio syncing, here's how to keep your data current:
Log trades as you make them
When you buy or sell on Robinhood, update Portfolio Genius right away. This takes just seconds and keeps your analysis accurate.
Weekly position check
Compare your Robinhood app with Portfolio Genius weekly to catch any fractional share changes from dividend reinvestment.
Use the data export
Download fresh data from Robinhood monthly and reconcile with your Portfolio Genius portfolio.
Automated Tracking Alternative: Alpaca Integration
If you want your portfolio to sync automatically and execute AI-recommended trades directly, consider opening an Alpaca brokerage account. Like Robinhood, Alpaca offers commission-free trading, but with API access that enables:
- Automatic position syncing with Portfolio Genius
- One-click trade execution from AI recommendations
- Optional fully-automated bot trading
- Paper trading mode to test strategies risk-free
Many users keep their existing Robinhood account while using Alpaca for AI-powered trading, with Portfolio Genius showing both in one dashboard. For a deeper look at combining accounts, read our guide on multi-broker portfolio consolidation.
Note on Crypto Holdings
Portfolio Genius supports tracking cryptocurrency positions alongside stocks. When adding your Robinhood crypto holdings, use the appropriate crypto ticker (e.g., BTC for Bitcoin, ETH for Ethereum).
Start Analyzing Your Robinhood Portfolio Today
Your Robinhood portfolio can benefit from professional-grade analysis. Export your data, add it to Portfolio Genius, and discover opportunities to improve your investment strategy with AI-powered insights. If you also invest through Vanguard or Schwab, learn how to track investments across multiple brokers in a single view.
Frequently Asked Questions
Can I export my Robinhood portfolio to a CSV or spreadsheet?
Yes. In the Robinhood app or website, go to Account, select Reports and Statements, choose your date range, and click Generate Report followed by Download CSV. This gives you transaction history including trades, dividends, and transfers.
Does Robinhood show my portfolio's true performance and returns?
Robinhood displays a basic portfolio return chart showing gain or loss relative to your initial investment, but it does not provide detailed metrics like time-weighted return, risk-adjusted performance, or benchmark comparisons. For deeper performance analysis, you can export your data and upload it to a dedicated portfolio analysis tool.
How do I track my Robinhood and other brokerage accounts together?
Robinhood does not natively support viewing holdings from other brokers. To get a unified portfolio view, export your Robinhood positions and import them into a multi-broker portfolio tracker alongside CSV exports from your other accounts to see total allocation, overlap, and diversification across all your investments.
Does Robinhood track dividend income?
Robinhood shows individual dividend payments in your transaction history, but it does not provide a consolidated dividend dashboard or income projections. For comprehensive dividend income tracking with breakdowns by holding, annual yield calculations, and forward income estimates, a dedicated portfolio tracker is more useful.
Is Robinhood good enough for portfolio analysis or do I need another tool?
Robinhood is designed primarily as a trading platform, so its built-in analytics are limited to basic charts and a simple performance graph. It lacks features like sector allocation breakdowns, risk scoring, expense ratio analysis, and rebalancing suggestions. For investors who want deeper portfolio insights, pairing Robinhood with a third-party analysis tool like Portfolio Genius is recommended.
Ready to level up your Robinhood portfolio?
Try Portfolio Genius free—no signup required. Get AI-powered risk scores, diversification insights, and personalized recommendations in minutes.
Broker Portfolio Tracking Guides
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Looking for a full comparison? See our ranking of the best portfolio trackers for 2026.
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