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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 (broker import reads CSV or TSV, not PDF statements). 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 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.
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 1.5x (about 50%), a warning appears so you can check whether you selected the correct share class.
5

Confirm

Confirm to add the transactions to your portfolio.
If some rows can’t be imported, guito imports the rest and shows how many were left out and why. Empty files or files over 10 MB are rejected right away.
Savings-certificate statements are handled separately: the certificates import, under Investments, also 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 recognises the coins it tracks and records the trades in your portfolio, just as it does for stocks and ETFs. See Cryptocurrencies.
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

You can request a full copy of your data as CSV files — one per area (accounts, transactions, investments, credits, recurring items and goals) — bundled into a .zip and sent by email. Request it under Preferences -> General, in Export your data. See the step by step in Your data. For specific data, there are also more direct routes.

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Save a subscription invoice

Under Preferences -> Billing, 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 specific data

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.

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.