Directly import your transactions from Allinvestview CSV exports.

Remember, you can download your transactions from:

• Transactions page
• Reports

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To import your transactions from Portfolio Performance:

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

Then, open or drop that file here.

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To import your transactions from Interactive Brokers:

1. Create a Flex Query in IBKR by going to Performance & Reports → Flex Queries → Trade Confirmation Flex Query.
2. Choose 'Execution' under 'Sections' and select all fields.
3. Set the date format to 'dd/MM/yyyy' and the time format to 'HH:mm:ss'.
4. 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.

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To import your transactions from Degiro:

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

For more information, visit Degiro.

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Import transactions from anywhere!

You can also use the below template:

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