Upload Transactions

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Select which portfolio these transactions belong to.
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Supported Columns

  • Generic: Date, Symbol, Side, Quantity, Price, Fees, Currency, FeeCurrency
  • Interactive Brokers: Symbol, Date/Time, Buy/Sell, Quantity, T. Price, Comm/Fee, Currency
Tip: IBKR "Flex Queries" or "Trade Logs" work best. Negative fees (e.g. -1.00) are automatically converted.
New securities found in the CSV will be automatically created using the 'Currency' column (default USD).
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