Import guide

How to export MooMoo trades to CSV

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

TradesPositionsFees

Export

How to export MooMoo trades to CSV

  1. Open MooMoo Desktop.
  2. Go to Trade.
  3. Open Orders or Account.
  4. Select the History tab.
  5. Set the date range you want to export.
  6. Choose Export.
  7. Save the CSV file.

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

OpenFolio

Import the file into OpenFolio

After you upload the MooMoo 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 MooMoo.
  5. Upload the file.
  6. Review the parsed preview and confirm the import.

Related guides: Australian CGT calculator and portfolio tracker Australia.

Questions

Common MooMoo import questions.

How do I export MooMoo data for OpenFolio?

Follow the export steps above: Open MooMoo Desktop, Go to Trade and Open Orders or Account. Upload the downloaded file in OpenFolio after checking it contains the records you want to import.

What MooMoo data can I import?

OpenFolio imports trades, positions and fees from the MooMoo file you upload. The parsed preview lets you review the records before confirming the import.

Can I import historical MooMoo records?

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

Can OpenFolio estimate CGT from MooMoo trades?

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

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Import CommSec CDIA contract-note style CSV rows for ASX trade tracking.

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