Import
Upload your account history file and the import assistant recognises trades, currencies and duplicates. That’s how you combine investments from several brokers in one portfolio – with no retyping and no passwords.
The import goes through three stages – file and mapping, preview, confirmation – and only what you approve reaches your portfolio.
The assistant recognises your broker’s file and assigns the columns itself: date, operation type, instrument, units and currency. Sample values from the file appear alongside, and nothing is saved until you approve the preview.
Uploading a file that overlaps with a previous import? Trades already in your portfolio are marked as duplicates and skipped. If they really are two different trades, include them with one click.
When the broker only gives its own identifier or an ISIN, the assistant suggests a matching asset. Accept the suggestion or search for another, and the symbol goes to every trade in that group at once.
Filters show errors, unrecognised and discarded rows, and arrows jump to the next error. Define an unrecognised row by hand, and edit or discard any trade before importing.
All you need is a file exported from your broker. FundStat never asks for your login or password to your brokerage account, so it has no access to your money or orders.
Every source has a ready import and a guide on how to get the file. Besides brokers, you can import Polish treasury bonds from PKO BP, move your account from myfund or use the universal XLSX template when your broker isn’t on the list yet.
Import from Alior Bank
Import from Bossa
Import from Degiro
Import from Erste
Import from eToro
Import from Exante
Import from Freedom24
Import from ING
Import from Interactive Brokers
Import from mBank eMaklerImport from mBank mInwestor
Import from Pekao
Import from PKO BP
Import from Revolut
Import from Saxo Bank
Import from Trade Republic
Import from Trading 212
Import from XTBPKO BP treasury bonds
Migrate from myfund
Universal XLSX templateExport your account history as CSV or XLSX. The guide for each source shows where to find the file, for example your XTB transaction history.
The assistant maps the columns and shows sample values. One file can have up to 3,000 rows, and when a broker exports trades and cash operations separately, you upload both files one after another.
Check the parsed trades next to the rows from the file, assign missing symbols and confirm the import. Then compare your result with the market in portfolio benchmarking.
Transaction import is available in the Investor (up to 10,000 transactions) and Investor Plus (up to 50,000) plans. The first 7 days are free.See pricing
