Data import

Import transactions

Add your CSV history. Data will be reviewed before changing the portfolio.

1. Select the platform

2. Add the file

Drop your CSV file here

or click to browse your files

CSV only · 20 MB maximum

3. Review settings

Import feesFees will be attached to transactions when present in the file.Allow temporary negative balancesUseful when the imported history starts after the first transactions.Ignore detected duplicatesExisting rows will not be imported a second time.

Balanced allocation

Import transactions

1. Select the platform

2. Add the file

3. Review settings