Help center · Brokers and importing

My broker is not on the list. What do I do?

Load its file. The importer reads spreadsheets and exports in layouts it has never seen before, works out which column is the date, the quantity, the price and the fee, and resolves each instrument from its identifier.

Rows pasted straight out of a statement work the same way. The assistant reads text, PDF and image files as well, and shows what it found before anything is saved.

When a file is genuinely awkward, a person here will go through it with you rather than send you back a format guide.

An import review screen reading a semicolon-separated file with German headers, showing eight valid rows with every column mapped AllInvestView
An unfamiliar European export read straight through: eight valid rows, every column matched, every instrument identified.
See the importer

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