If your broker isn't among the supported ones, fill in Strum's CSV template. One row is one operation.
How to use the template
- Open your profile → "Trade import" → "Upload statement" → "Upload custom CSV".
- Click "Download custom CSV template".
- Open the template in Google Sheets or Excel. Fill in one row per operation. Don't change the column names.
- Save the file in CSV format and upload it to Strum.
Header
The first row of the file must be exactly this:
type,date,symbol,isin,currency_code,amount,price,fee
Columns
| Column | What to enter |
|---|---|
type | Operation type (see below) |
date | Date of the operation, for example 2024-01-31 |
symbol | The asset's ticker |
isin | The asset's ISIN. Optional, but it helps find the right asset |
currency_code | Currency of the operation: USD, EUR, GBP… |
amount | Number of shares for buy/sell, or the amount of money for dividend/deposit/withdrawal |
price | Price per unit |
fee | Fee in the same currency. Optional |
What gets imported (operation types)
type | What it creates | Required columns |
|---|---|---|
buy | A buy in the "Trades" tab | date, symbol, currency_code, amount, price |
sell | A sell in the "Trades" tab | date, symbol, currency_code, amount, price |
dividend | A dividend linked to the asset | date, symbol, currency_code, amount |
deposit | A deposit of funds | date, currency_code, amount |
withdrawal | A withdrawal of funds | date, currency_code, amount |
For dividend, deposit and withdrawal: if amount is empty and price has a number, Strum uses that number as the amount.
Example
type,date,symbol,isin,currency_code,amount,price,fee
buy,2024-01-15,AAPL,US0378331005,USD,10,185.23,1.25
sell,2024-03-10,MSFT,US5949181045,USD,2,410.00,0.80
dividend,2024-03-15,AAPL,US0378331005,USD,9.24,,
deposit,2024-03-31,,,USD,500.00,,
withdrawal,2024-04-01,,,USD,250.00,,
Formats
- Dates: 2024-01-31, 2024/01/31, 31.01.2024, 31-01-2024, 31/01/2024 or 01/31/2024. Strum rejects a date like 03/04/2024: it's unclear which part is the day and which is the month. The most reliable format is 2024-01-31.
- Numbers: 1234.56, 1234,56, 1,234.56 or 1.234,56. Don't put currency symbols in numbers.
Dividends and deposits aren't imported?
Check the portfolio's import settings. If "No, asset value only" is selected for "Do you track cash in the portfolio balance?", dividend, deposit and withdrawal rows aren't imported. This is by design: this mode is for those who only care about their asset positions, not the money in the account. So all cash operations are skipped.
If you want to see cash operations too, change the answer to "Yes" and upload the file again.
Errors
- "Custom CSV header is missing required columns" — the first row doesn't match the template. Copy the header from the template. Check that the file is saved as CSV, not .xlsx.
- "Some custom CSV rows use an invalid type" —
typecan only be buy, sell, dividend, deposit or withdrawal. - "Ambiguous slash date" — rewrite the date in the 2024-01-31 format.
- "No valid rows were found" — the file has no rows that can be imported. Check the header and the
typevalues.
Ticker and ISIN point to different assets
Make sure the ticker and the ISIN in the same row belong to the same asset. After the import, check that the positions landed on the right assets.