Import your history from a CSV
Starting a tracker with no history is the fastest way to abandon one. Import what you already have and the charts are useful on day one.
Brokers with a built-in parser
These export formats are recognised directly — download the CSV from your broker and drop it in.
- DEGIRO
- Interactive Brokers
- Revolut
- Any other CSV, through the generic column mapper
The generic mapper
If your broker is not on the list, the import wizard shows your file’s columns and asks which is the date, the amount, the ticker and so on. You map them once. This is also the route for a spreadsheet you have been keeping yourself.
Duplicate detection
Re-importing a file that overlaps one you already imported is the normal case, not the exception — broker exports usually cover a date range rather than everything since your last import. Totala detects transactions it already has and skips them, so an overlapping import does not double your history.
Export is just as easy
Everything you put in comes back out. Export your full data at any time in a format you can open elsewhere. A tracker that is hard to leave is a tracker you should be suspicious of.
Common questions
Does importing connect to my broker?
No. You download a file from your broker and upload it. Totala never holds brokerage credentials and never talks to your broker.
What if my broker is not listed?
Use the generic CSV importer and map the columns yourself. If you would like a parser for your broker added, the help button in the app reaches a person.