Download a CSV of Wealthfront Financial Activity
I use Wealthfront for a portion of my investments. I recently was trying to get a CSV of all my dividends, fees, etc this year and there’s not a way to do this! If you navigate to your activity (homepage > investment account > see recent activity) you can at least generate a CSV from the information on-screen (which does not include your gains/losses from the direct indexing) and copy/paste this into your web console, your browser will spit out a CSV. This is highly tied to the current (as of this writing) Wealthfront HTML structure, so you’ll probably have to ask ChatGPT to fix this in some number of months…
Continue Reading