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Manual entry

1. Select Activities from the sidebar then click + Add Manually on the top right
2. Select the activity category from the tabs
3. Select the type of activity you want to add
4. Fill the form → Add Activity

Using inline edit

1. On the activities list, toggle inline edit by clicking the Grid icon in the top right.
2. Click on a cell to edit the value.
3. click on Checkmark button to save the value or X to cancel the edit the row.

CSV import

Follow these steps to import your account activities from a CSV file:

1. Make sure the first line of your CSV file is the header and contains all the required fields
2. Select an account and drop your CSV file in the upload area or click to select it
3. Map your CSV columns to the required fields:
   • date - Transaction date
   • symbol - Stock/Asset symbol
   • quantity - Number of units
   • activityType - Type of transaction
   • unitPrice - Price per unit
   • currency - Transaction currency
   • fee - Transaction fee (optional)
   • amount - Total amount (mandatory for cash activities)
4. Map your activity types to our supported types
5. Map your stock symbols if needed
6. Preview and verify the mapped data
7. Click Import to confirm and save your activities

Note: Don’t worry if your CSV columns have different names or your activity types don’t match exactly - you’ll be able to map them during the import process. The mapping is saved for future imports for this account.

About the amount field: For cash activities (DIVIDEND, DEPOSIT, WITHDRAWAL, TAX, FEE, INTEREST, TRANSFER_IN, TRANSFER_OUT), the amount is mandatory, and quantity/unitPrice are ignored.

Here is an example of default CSV format:

date,symbol,quantity,activityType,unitPrice,currency,fee,amount
2024-01-01T15:02:36.329Z,MSFT,1,DIVIDEND,57.5,USD,0,57.5
2023-12-15T15:02:36.329Z,MSFT,30,BUY,368.60,USD,0
2023-08-11T14:55:30.863Z,$CASH-USD,1,DEPOSIT,1,USD,0,600.03
2023-06-05T09:15:22.456Z,$CASH-USD,1,INTEREST,180.5,USD,0,180.5
2023-05-18T13:45:30.789Z,GOOGL,5,SELL,2500.75,USD,10
2023-04-02T11:20:15.321Z,$CASH-USD,1,WITHDRAWAL,1,USD,0,1000

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