Integration guide

Import your MooMoo data into OpenFolio

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

TradesPositionsFees

Export

How to export your data from MooMoo

  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.

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

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

Other integrations

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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.

CommSec

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

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