Step 1: Export data from your broker
Sign in to your broker account and export transaction history for the required period. Each platform has a different flow, so check the broker export section in the knowledge base if needed.
Step 2: Open Import in the calculator
After signing in, go to the Import section from the menu or homepage. You will see a drag-and-drop area and a button for choosing a file.
Step 3: Upload the file
Drag the file into the import area or click to choose it from disk. The system detects the format (CSV, XLSX, XLS), validates the contents and shows a preview with transaction count, detected years and currencies.
Step 4: Confirm the import
Review the summary. If everything looks correct, click "Confirm import". Transactions will be processed with NBP exchange rates, FIFO and the required calculations. After that you will see the results in Transactions and Calculations.
Supported formats
Przekraczanie limitu rozmiaru pliku może spowodować błąd importu. W takiej sytuacji podziel eksport na krótsze okresy lub skorzystaj z opcji eksportu wyłącznie transakcji (bez pełnych wyciągów).