Import transactions from CSV file

How to Complete the CSV Template for Importing Transactions

To ensure your transactions are imported correctly, please follow these guidelines when filling out the CSV template.

Mandatory Fields:

• Symbol: Enter the stock market symbol (ticker) of the asset.

• Trade Date: Specify the date of the transaction in the format YYYY-MM-DD.

• Purchase Price: Provide the average price at which the asset was transacted.

• Quantity: Indicate the volume (number of shares or units) of the asset involved in the transaction.

Optional Fields:

• Commission: Enter the total commission or fees paid for the transaction.

• Comment: Add any personal notes or comments about the transaction. Please avoid using commas (,) in this field to prevent formatting issues.

CSV file template for importing transaction:

If you have any questions or encounter issues during the import process, please don't hesitate to contact us at support@financebay.co or use our Contact Form.