Earnings BirdEarnings Bird

Import your Robinhood holdings

Earnings Bird can build your watchlist from a Robinhood account-activity report so you don't have to search for every ticker by hand. Robinhood doesn't offer a one-click holdings export, so the flow has two parts: export a CSV from Robinhood, then upload it to Earnings Bird.

Using a different broker? See import holdings from your broker for Fidelity, Schwab, Vanguard, E*TRADE, and more.

1. Generate the report in Robinhood

In the Robinhood app or on robinhood.com:

  1. Go to Account activity report.
  2. Select Generate new report.
  3. Under Customize your report, choose your account type and a start date and end date.
  4. Select Generate report.

Pick a start date that covers everything you own

This is the step that trips people up. The report is a transaction history, not a snapshot of what you hold today. Earnings Bird figures out your current holdings by adding up your buys and subtracting your sells. So if you set the start date to, say, the last 30 days, a stock you bought two years ago and never sold has no rows in the file, and it simply won't be imported. It won't error; it just won't be there.

Earnings Bird does rescue one common case for you: if a stock paid you a dividend or stock-lending income recently, it counts as a current holding even when the purchase itself is outside your date range. And if the file mentions holdings it can't confirm, you get a heads-up to re-export. But that only helps stocks that pay you something. A stock that pays no dividend and had no activity in your date range is still invisible.

To be safe, set the start date to on or before your very first Robinhood purchase (or just pick the earliest date Robinhood allows). A wider range never hurts.

The report isn't ready instantly

Robinhood doesn't hand you the file right away. Most reports take about 2 hours, and it can take up to 24 hours. When it's ready, Robinhood notifies you and the file appears in your Reports section. That's where you download the CSV. Come back to Earnings Bird once you have the file.

2. Upload it to Earnings Bird

  1. Open your dashboard and start adding a stock.
  2. Switch to Bulk add mode.
  3. Select Import your broker's CSV export and choose the file you downloaded.
  4. Your holdings fill the box. Review the list, remove any you don't want, then add them.

What Earnings Bird reads from the file

Your privacy matters here, so this is deliberately narrow. The CSV is read entirely in your browser. Only the resulting stock symbols (and their company names) are sent to Earnings Bird to build your watchlist. Your position sizes, share counts, prices, and dollar amounts are never uploaded. They're used only on your own device to work out which stocks you currently hold, then discarded.

What gets skipped

  • Stocks you've fully sold. If your buys and sells net to zero shares, it isn't a current holding.
  • Options. Earnings Bird tracks stock earnings, so option trades are ignored.
  • Fees, interest, and transfers. These rows don't change what you hold, so they're passed over. Dividends and stock-lending income are read for one purpose only: as a hint that you still hold that stock (see above), never as a holding on their own.
  • Crypto. Earnings Bird covers US-listed stocks only, and Robinhood leaves crypto out of these reports anyway.

A stock is missing. What happened?

Almost always, the report's start date was after you bought it. Generate a new report with an earlier start date and import again. If a stock you currently hold is still missing after that, you can always add it by searching for its ticker on the dashboard.