Activity & Analysis

Select your time frame and securities, we’ll return your activity and help you download it into your favorite financial software.

Simplified Analysis

Get an easy to read report of your gains and losses from our Activity Analysis section. Gains and Losses are based on an underlying security and a time frame set by you. If your analysis includes multiple positions use our convenient Filter feature to sort by symbol.

Activity Screenshot

Need your activity for a specific time frame?

The Account Activity section lets you view your completed activity and transactions based on a specific time frame set by you. It also lets you sort the type of activity you wish to view, from specific securities to deposits & withdrawals and even interest & dividends. Interested in one security in particular? No problem, just enter it in the Symbol box. brokersXpress will generate a report with all the activity matching your criteria.

When you’ve retrieved the information you can download activity into Excel, Quicken, Microsoft Money, or GTT Tradelog. Or use the Direct-Connect features of Quicken, Money, GainsKeeper, Option Money, or Trade Accountant! (Direct Connect allows you to easily download your latest brokersXpress data whenever you open the program.)

brokersXpress, LLC does not provide tax or legal advice. Content and tools are provided for educational and informational purposes only. Any stock, options, or futures symbols displayed are for illustrative purposes only and are not intended to portray a recommendation to buy or sell a particular investment. Advanced options strategies, orders and Extended Hours Trading involve additional risks.

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