Import guide

How to export CommSec trades to CSV

Download your trade history first, then upload the CSV to OpenFolio for portfolio and tax record keeping.

TradesBrokerageCash references

Export

How to export CommSec trades to CSV

  1. Log in to your CommSec or NetBank account portal.
  2. Open the transaction, activity, orders or reports area.
  3. Select the account or wallet you want to export.
  4. Set the date range.
  5. Export or download the records as a CSV file.

Steps are a guide; exact menu labels may change. Check CommSec's current help docs if a label has moved.

OpenFolio

Import the file into OpenFolio

After you upload the CommSec file, OpenFolio rebuilds trade parcels, estimates Australian CGT, and keeps dividends and franking records beside your holdings. Learn more about the Australian CGT calculator.

Import

Upload and review

  1. Sign in to OpenFolio.
  2. Go to Portfolio, then Shares.
  3. Choose Import trade CSV.
  4. Select CommSec.
  5. Upload the file.
  6. Review the parsed preview and confirm the import.

Related guides: Australian CGT calculator and portfolio tracker Australia.

Questions

Common CommSec import questions.

How do I export CommSec data for OpenFolio?

Follow the export steps above: Log in to your CommSec or NetBank account portal, Open the transaction, activity, orders or reports area and Select the account or wallet you want to export. Upload the downloaded file in OpenFolio after checking it contains the records you want to import.

What CommSec data can I import?

OpenFolio imports trades, brokerage and cash references from the CommSec file you upload. The parsed preview lets you review the records before confirming the import.

Can I import historical CommSec records?

Yes, when the CommSec export flow lets you choose a date range, OpenFolio imports the historical records included in the file you upload.

Can OpenFolio estimate CGT from CommSec trades?

Yes. OpenFolio can estimate Australian CGT from the CommSec trades and fees in the file you upload. Review the result against your source records before lodging.

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Browse all import guides across brokers, banks, crypto, registries and super funds.

OpenFolio

Turn imported records into a complete portfolio view.

Use OpenFolio to organise shares, crypto, cash, super, dividends, tax records and net worth in one place.

View demo