Import broker transactions from CSV
First, export your transaction history as CSV from your broker (the broker import reads CSV or TSV, not PDF statements). Then import that file into guito.1
Go to Investments
Open Investments in the sidebar.
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Click Import
Import is in the ⋯ menu, at the top of the page.
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Select the CSV file
Choose the CSV or TSV file (up to 10 MB) exported from your broker. guito reads the file automatically, recognizing exports from several brokers across multiple languages, so you don’t need a specific column layout.
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Review before confirming
guito compares the file’s prices with market prices. If one is far off, a warning appears with that day’s market price, so you can check that the product and the listing are the right ones.On a sell row, guito shows how much you have available at that exchange underneath the quantity, already counting the other rows in the same import, and Sell all fills that amount in. A sale comes out of where you hold the shares: if you hold the product on more than one exchange, say which under Sell from.
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Complete
Click Complete to add the transactions to your portfolio.
If some rows can’t be imported, guito imports the rest and tells you how many were left out. Rows missing a date, a quantity, or a price are the ones skipped — fix them in the file and import again.
Savings-certificate statements are handled separately: in the same import screen, first pick your savings certificate series, then click Import file in the left column — that is the path that accepts PDF. See Savings certificates.
The same importer accepts cryptocurrency exchange exports (for example, Binance, Coinbase, or Kraken). Each row should identify the coin or the pair traded (such as
BTC, BTCUSDT, or BTC/EUR); guito recognizes the coins it tracks. See Cryptocurrencies.For brokers with automatic connections (Trading 212 and Interactive Brokers, on the Plus plan), you can instead connect the account in Connections. That connection syncs positions and history, so you don’t need to import files. See Trading 212 and Interactive Brokers.
Bank statements have their own path: open the account under Accounts, choose Import statement in the ⋯ menu, and pick the CSV or TSV file you downloaded from your bank’s portal. See Importing a bank statement, which covers credit-card statements too.
Export your data
You can request a full copy of your data as CSV files, one per area, bundled into a .zip and sent by email. Request it under Settings -> General, in Export your data. See the full steps in Your data. For specific data, there are also more direct routes.Save a subscription invoice
Under Settings -> Billing, in the invoices list, each issued invoice has a View link that opens the PDF — save it from your browser. Right after a payment you may see Pending for a few moments, until the invoice is issued.Get specific data
Ask the guito assistant in chat — it answers specific questions about balances, positions, spending by category, or capital gains.Related pages
Investments
Track stocks, ETFs, and other products in your portfolio.
Trading 212
Connect Trading 212 with an API key and skip the files.
Transactions
View and categorize your banking transactions.
Plan and subscription
Invoices and subscription management.