Step 1: get the file from Robinhood
- In the Robinhood app or on robinhood.com, open Account → Reports and statements.
- Choose Account activity report, then Generate new report.
- Pick the earliest start date you can — more history means better answers — and tap Generate report.
- Robinhood builds the report in the background. It usually takes about two hours (sometimes up to a day) and you get a notification when it is ready. Download the CSV file.
The report covers your brokerage account: stock and ETF trades, dividends, transfers and prediction-market (event contract) activity. Crypto, futures and the spending account are not in it.
Step 2: what to look for
A spreadsheet of trades is hard to read. What matters is the shape of your behaviour, and a handful of numbers tell you most of it:
- Win rate on closed trades. Match every sell to the buys it closes (oldest shares first, adjusted for stock splits) and count how many round trips made money. On its own it means little — a 70% win rate with tiny wins and big losses still loses money.
- How long you hold winners versus losers. Most people do the opposite of the old advice: they sell winners quickly to lock in a gain and hold losers hoping to get back to even. If your median winner is held for days and your median loser for months, that pattern is costing you.
- Winners sold within two weeks. If most of your winning trades were closed inside 14 days for small gains, the question is what those stocks did next.
- "What if you'd held." Take the winners you sold and look at their price today. It is the most direct way to see what early exits cost — or saved.
- Same-day round trips. Lots of buy-and-sell-the-same-day trades with a small net result usually means over-trading in choppy markets.
- Position sizes. Wildly different amounts per idea (a few dollars here, a few thousand there) suggest mood, not conviction, is setting the size.
- Concentration. If half of everything you ever invested went into one ticker, you know where your risk really sits.
Weight the last year more than the early years — most people trade differently once they have some experience, and your recent habits are the ones that matter now.
Step 3: let it change the advice you get
This is what Trading DNA in WhatToTrade does with the file. It matches your trades the same way described above, works out your win rate, hold times, realized profit and loss, best and worst trades and the "what if you'd held" table, and flags habits in plain English — for example sells winners early, over-trades in chop, cuts losers fast or the big wins came from holding.
The point is not a report you read once. A short summary of those habits goes into every "Should I buy…?" check, every Deep Dive and the Portfolio Advisor, so the advice coaches against your own leaks — a trailing stop instead of a full exit if you sell winners early, a hard exit level if you ride losers. When you ask about a stock you have traded before, the answer also uses your own record with that ticker — how many times you traded it, how it went, how long you held, what you still own — and the Portfolio Advisor sees the same record for each stock you hold.
Open positions in the file are added to your Portfolio, so price alerts, exit plans and dividend estimates work straight away. Positions you typed in yourself are never overwritten.
Privacy
You upload a file — WhatToTrade never asks for your Robinhood login. The data is used only to personalise your analyses, never shared or sold, and you can delete it any time from Trading DNA. Re-importing a newer report later is safe: rows already on file are skipped.
Robinhood is the only broker the import reads today. If you trade somewhere else, tell us where when you sign up — that is how we decide which broker comes next.