Import your full transaction history from any broker using CSV. Finance Bay tries to match as many different formats as possible — no official broker list, just flexible parsing.
Log in to your brokerage account and export your transaction history as a CSV file. Most brokers have this under "History", "Statements", or "Activity".
Open the app, go to the Account you want to import into, tap the menu (···) and select "Import Transactions". Locate the CSV file you exported — it can be in Files, iCloud Drive, or your Downloads folder.
Finance Bay will preview the parsed transactions before importing. Review the list, fix any unrecognised symbols if needed, then tap Import.
Finance Bay tries to detect your broker's CSV format automatically. If it can't, structure your file with these columns and it will always work. Column order doesn't matter — headers are matched by name.
| Symbol | Trade Date | Purchase Price | Quantity | Commission | Comment |
|---|---|---|---|---|---|
| AAPL | 2024-03-15 | 172.50 | 10 | 4.99 | |
| MSFT | 2024-04-02 | 415.20 | 5 | 4.99 | First purchase |
| AAPL | 2024-05-10 | 189.30 | 3 | ||
| BTCUSD | 2024-06-18 | 62400.00 | 0.25 | 1.50 | DCA entry |
Accepted date formats: YYYY-MM-DD, MM/DD/YYYY, and DD.MM.YYYY. The greyed-out columns — Commission and Comment — are optional and can be left out. If you run into any issues, contact support.