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 and go to Settings → Import from CSV. Name the account the import will create, then pick the CSV file you exported — it can be in Files, iCloud Drive, or your Downloads folder. You can also start from Add Account → Import CSV.
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, YYYY/MM/DD, MM/DD/YYYY, DD/MM/YYYY, MM-DD-YYYY, DD-MM-YYYY, YYYYMMDD, and full ISO 8601 timestamps. Dots are not a separator — write 15/03/2024 rather than 15.03.2024. The greyed-out columns — Commission and Comment — are optional and can be left out. If you run into any issues, contact support.