Import Transactions

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. Set the separator to be comma: ','
5. 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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To import your transactions from Schwab:

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

For more information, visit Schwab.

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To import your transactions from Trading212:

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

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Import transactions from anywhere! Try to keep a simple format

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

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