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If your broker doesn’t have automatic syncing, you can bring in its full trade history from a CSV file, so your portfolio is complete without entering each trade by hand. This guide shows how to import that file and how to get your data out of guito today.

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Import broker transactions from CSV

The goal is to bring the history from a broker without automatic syncing into your portfolio. First, export your transaction history as CSV from your broker (PDF statements aren’t read). Then import that file into guito.
1

Go to Investments

Open Investments in the sidebar.
2

Start the import

Click the import button (upload icon).
3

Select the CSV file

Choose the CSV file exported from your broker. Automatic detection recognizes the formats of several brokers, across multiple languages. If the format isn’t recognized, map the columns manually.
4

Review before confirming

guito fetches market prices to validate the trades. If the price you entered differs from the market price by more than 10x, a warning appears so you can check whether you selected the correct share class.
5

Confirm

Confirm to add the transactions to your portfolio.
For brokers with automatic connections (such as Trading 212, on the Plus plan), you can instead connect the account via API key in Connections. That connection syncs positions and history without needing to import files. See Trading 212.

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Export your data

The goal here is to get your data out of guito. Bulk export isn’t available yet, but there are ways to get what you need today.
Exporting your data (transactions, positions, credits, assets) to CSV, Excel, or PDF isn’t available yet.

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Save a subscription invoice

Under Settings -> Plan, in the invoices list, each row has a View link that opens the invoice as a PDF. Save the PDF from your browser.

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Get other data in the meantime

The guito assistant answers specific questions about your data: balances, positions, spending by category, capital gains. Just ask.
For banking transactions, you can export directly from your bank’s portal. Most Portuguese banks let you download statements as CSV or PDF.
Exporting is on our roadmap. If it matters to you, send us feedback to help us prioritize it.

Investments

Track stocks, ETFs, and other products in your portfolio.

Trading 212

Connect Trading 212 via API key and skip the files.

Transactions

View and categorize your banking transactions.

Plan and subscription

Invoices and management of your subscription.