BM Alior Bank - Import

For BM Alior Bank you need two separate XLSX files exported from Inwestycje -> Portfel -> Rachunek maklerski -> Historia for the selected account. Use Instrumenty for trade operations and Finanse for cash operations such as transfers and withdrawals.

Step 1

Open Investments And Portfolio

In BM Alior Bank open the Inwestycje section and then click Portfel.

Step 2

Open Your Brokerage Account

Click the selected Rachunek maklerski to enter the account details view.

Step 3

Open Historia And Show Filters

Go to the Historia tab and click Pokaż filtry so you can define the export parameters.

Step 4

Export Instrumenty

Choose the filters you need, select Aktywuj filtry, and download the file while the Instrumenty tab is selected. This file contains trade operations.

Step 5

Switch To Finanse And Export Again

Change the tab from Instrumenty to Finanse, then repeat the same filtered export. In this view Alior shows cash operations such as transfers, withdrawals, and similar account movements.

Step 6

Import Both XLSX Files In FundStat

Upload both unmodified XLSX files in FundStat. Use the Instrumenty file for trade import and the Finanse file for cash import. Complete one import first, then repeat the process for the second file.

Need Help?

If you encounter any issues during the import process or have questions about using FundStat, don't hesitate to reach out to our support team.