Bossa - Import

For Bossa you need two separate CSV files: "Historia papierów" for trades and "Historia finansowa" for cash movements. Both files must be downloaded as CSV.

Step 1

Login to Bossa

Open Bossa Login

Step 2

Download "Historia papierów"

Choose "Historia papierów", select all transactions, set the desired date range, check "Eksportuj do CSV", and click "Wykonaj" to download the trades file.

Step 3

Download "Historia finansowa"

Choose "Historia finansowa", select operations without transactions, set the desired date range, check "Eksportuj do CSV", and click "Wykonaj" to download the cash movements file.

Step 4

Upload Both Files to FundStat

In FundStat, upload the appropriate files to the corresponding sections. First complete one import, 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.