How to export your CommSec CSV and import it into OpenFolio

Use this guide to export your CommSec records and bring them into OpenFolio. These steps reuse the current OpenFolio integration instructions so the guide stays aligned with the supported importer.

Export from CommSec

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.

Import into OpenFolio

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.

Before confirming the import, review the parsed preview carefully. Check dates, tickers, quantities, prices, currencies and fees so your holdings and tax records start from clean source data.