How to transfer a portfolio from my broker?

To transfer a portfolio from your broker into the system, follow these steps:

1. Export the full transaction history

Log in to your broker’s client area and download a file with the complete history of your operations. The file is usually available in CSV or Excel format. You will need a CSV file.

2. Format the file for import

Edit the exported file to match the import format requirements. For more details on the file structure and requirements, see the article How to create a portfolio via transaction import.

3. Import the data

You have two options for uploading the data:

1. Create a new portfolio based on the prepared file — select the option to create via transaction import.
2. Add data to an existing portfolio through the Transactions → Import.
   
   

For more details, see the guide How to add transactions via file import.