mBank (mInwestor) - Import

For mBank (mInwestor) you need two separate CSV files: Historia operacji finansowych for cash operations and Historia Transakcji for trades. Both files should be downloaded as CSV.

Step 1

Export Cash CSV

In mBank (mInwestor) export the file named Historia operacji finansowych and make sure it is saved as CSV.

Step 2

Export Trades CSV

In mBank (mInwestor) export the file named Historia Transakcji and make sure it is saved as CSV.

Step 3

Import Both Files

Upload both CSV files in FundStat. Use Historia operacji finansowych for cash import and Historia Transakcji for trades import. Import one file first, finish that import, and then repeat the process for the second file.

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