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Broker imports

Statements from IBKR, Freedom24, XTB, Trading 212, INZHUR, ICU, custom CSV, broker sync.

10 articles in this topic

Basics

Importing trades: where to start

Three ways to import, supported files, import settings, review before import, the import log.

Import problems: what to check

Balance doesn't match, no dividends, asset not found, duplicates, empty sync.

Broker statements

Importing from Interactive Brokers (IBKR)

Which report to download from IBKR, what gets imported, trade dates, multiple currencies.

Importing from Freedom24

The Freedom24 broker report in Excel, JSON or XML: how to get it, what gets imported, grouping.

Importing from XTB

Exporting your XTB transaction history to Excel and what gets imported from it.

Importing from Trading 212

The Trading 212 CSV history export: how to get it, what gets imported, card spending.

Importing from INZHUR

The INZHUR statement of operations: how to get it, which operations are recognized, errors.

Importing from ICU Trade (OVDP)

The ICU Trade PDF broker report: a report for the whole period, coupons, redemptions, errors.

Custom CSV: import from any broker

A CSV template for any broker: columns, operation types, date and number formats, errors.

Synchronization

Automatic broker sync

Connecting via SnapTrade or Plaid, what to choose at the start, holdings comparison, disconnecting.

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