Download Realized Gain/Loss From Firstrade

  1. Log into your Firstrade account.
  2. Click on the blue button Account Download under the My Accounts heading on the left side.
  3. On the next page, the bottom section is for downloading the Gain/Loss report as csv file or printed.
  4. Click on the Excel CSV button in the bottom section.
  5. The Save As prompt comes up. Choose a location and save gain/loss data as a .csv file.