AIV Assistant

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Mapping your data…
Mapping columns, recognizing trade types, and preparing your interactive view.

Import Transactions

Import your transactions from any source – brokers, spreadsheets, or just copy and paste.

Want automatic updates? Connect your brokerage account for real-time sync – no manual imports needed.

Quick Import

Magic Import

Upload or paste any file – AIV maps the columns for you.

Free Format Import

Import from CSV or copy-paste from any table.

Magic Import (Any Format)

Drop **any** CSV/XLS/XLSX – or just paste table text – and let AIV auto-detect the required info).

Drag & Drop file here

or click to select

-- or --

Brokers

Interactive Brokers

Import from IBKR Flex Query export.

Degiro

Import from Degiro transaction export.

Charles Schwab

Import from Schwab history export.

Trading212

Import from Trading212 Excel export.

ING

Import from ING transaction export.

Fidelity

Import from Fidelity activity export.

Can't find your broker?

We're working to expand our broker integrations. In the meantime:

Use Magic Import or Free Format to import from any source
Send us a sample CSV report to support@allinvestview.com and we'll add support for your broker

Import Fidelity Data

To import your transactions from Fidelity:

Log in to Fidelity.
Go to Accounts & Trade → Portfolio → Activity & Orders (or Activity/History).
Select a date range that covers your trades.
Use Export and choose CSV.
Download the file, then drop it below or click to select.

Drag & Drop File to be imported

or click to select a file

-- or --

Import ING Data

To import your transactions from ING:

Log in to your ING online banking.
Go to your account and open the transactions/activity page.
Select the desired date range.
Choose Export and select CSV format.
Download the file and drop it here or click to select the file.

Drag & Drop File to be imported

or click to select a file

-- or --

Apps

Portfolio Performance

Import from Portfolio Performance CSV export.

Allinvestview Export

Re-import data from an Allinvestview export file.

Import Allinvestview Data

Directly import your transactions from Allinvestview CSV exports.

Remember, you can download your transactions from:

Transactions page
Reports

Drag & Drop File to be imported

or click to select a file

-- or --

Import Portfolio Performance Data

To import your transactions from Portfolio Performance:

Select File → Export → CSV Files from the top bar menu.
Select the account under Securities Account Transactions.
Select Finish.

Then, open or drop that file here.

Drag & Drop File to be imported

or click to select a file

-- or --

Import Interactive Brokers Data

To import your transactions from Interactive Brokers:

Create a Flex Query in IBKR by going to Performance & Reports → Flex Queries → Trade Confirmation Flex Query.
Choose 'Execution' under 'Sections' and select all fields.
Set the date format to 'dd/MM/yyyy' and the time format to 'HH:mm:ss'.
Set the separator to be comma: ','
Save the query and run it to generate a CSV file. (Note maximum period is one year, you will need an export per each year)

For more information, visit Interactive Brokers.

Then, open or drop that file here.

Drag & Drop File to be imported

or click to select a file

-- or --

Import Degiro Data

To import your transactions from Degiro:

Navigate to Inbox on the menu left sidebar.
Open Inbox → Transactions.
Set a date range (Start date = first transaction date; End date = today).
Click on Export and select CSV.
Open or drop that file here.

For more information, visit Degiro.

Drag & Drop File to be imported

or click to select a file

-- or --

Import Schwab Data

To import your transactions from Schwab:

Log in to your Schwab account.
Navigate to the "History" section under "Accounts".
Select the date range that includes the transactions you want to export.
Click on "Export" and choose CSV format.
Download the file and drop it here or click to select the file.

For more information, visit Schwab.

Drag & Drop File to be imported

or click to select a file

-- or --

Import Trading212 Data

To import your transactions from Trading212:

Open the Trading212 app or website.
Go to the History section.
Download the “All Transactions” Excel export.
Then drag and drop the file here or click to upload.

Drag & Drop File to be imported

or click to select a file

-- or --

Import table

Import transactions from anywhere! Try to keep a simple format

You can follow the below template to help with the format and import

Drag & Drop File to be imported

or click to select a file

-- or --

Help & Support

Name

Message

Import Transactions

Quick Import

Magic Import

Free Format Import

Brokers

Interactive Brokers

Degiro

Charles Schwab

Trading212

ING

Fidelity

Apps

Portfolio Performance

Allinvestview Export

Allinvestview Export

Notifications