Integration guide

Import your Generic CSV data into OpenFolio

Import a standard trade CSV when your broker is not listed directly.

TradesFeesCurrencies

Export

How to export your data from Generic CSV

  1. Open your broker or portfolio platform.
  2. Find the trades, orders, activity or transaction export area.
  3. Set the date range you want to export.
  4. Download the trade history as a CSV file.
  5. Check the file includes ticker, date, side, quantity, price and currency columns.

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

Import

How to import it into OpenFolio

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

Once imported, OpenFolio turns your Generic CSV data into Australian CGT tax reports and share portfolio tracking.

Other integrations

More platforms in the same category.

MooMoo

Import MooMoo trade history and position exports for share and ETF tracking in AUD.

Stake

Import Stake trade CSV exports for US share and ETF portfolio tracking.

Webull

Import Webull trade records including filled quantities, prices, fees and currencies.

Browse all supported integrations 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