Erste - Import

Download two types of CSV files from Erste: “Raport transakcji” for buys and sells, and the cash “Historia operacji” for deposits, withdrawals, dividends and fees.

Step 1

Open your account history

Erste account menu with History highlighted

Step 2

Download the CSV files

Select the desired date range and download both files (transaction history and financial operation history) as CSV.

Erste transaction and financial operation history with download buttons highlighted

Step 3

Import the files into FundStat

In FundStat, select the Erste import. Upload “Raport transakcji” to the field on the left or “Historia operacji” to the field on the right. Check the column mapping and preview, then confirm the import. Once it is complete, start a new import for the next file.

Erste import in FundStat with separate fields for trades and cash operations

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.