Importing data

How to export your MooMoo CSV and import it into OpenFolio

Import MooMoo trade history and position exports for share and ETF tracking in AUD. Follow the export and import steps for OpenFolio.

By OpenFolio Support

Use this guide to export your MooMoo 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 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.

Import 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.

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.

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