Import a broker statement
Check a statement file against the layouts Finmind reads, add its trades to your portfolio and see what is kept.
Three places to start
- Portfolio, Import statement. An .xls or .xlsx file up to 5 MB.
- Brokerage, Check a statement. A PDF, XLS or XLSX file up to 5 MB.
- Brokerage, Statements. Finmind fetches statements from a connected broker. Choose Fetch now on a brokerage account: the default is the last 7 days and the longest is 365 days.
Statement import and broker statements are Essentials tools: see Compare Expert, Premium and Essentials.
Which files Finmind reads
Three layouts are read on their own: the Jett custody PDF, the fondbozori transaction history and the daily securities balance. Any other spreadsheet or text file can be read after you map its columns: CSV, TXT, TSV, XLSX or XLS, but not a PDF. A file in another layout is refused rather than guessed at.
What happens to the file
The file is read in memory and is not kept. The check keeps its rows and the last four digits of the brokerage account number. The holder's identity fields are not read. The same file again gives the same check, stored once.
Add the trades to your portfolio
- Step 1: Open the check.Read the figures first: the report lists money in and out, buys and sells, fees, the realised result, the unrealised result where a price exists, and a money-weighted return when it can be worked out. A figure that cannot be worked out shows a dash and the reason.
- Step 2: Choose Add to my portfolio.Finmind says this changes your portfolio, net worth, tax figures and alerts.
- Step 3: Pick where the trades go.Choose A new portfolio account when the statement is from a brokerage account that is not synced to Finmind. Choose My synced brokerage account when it is from the brokerage account you synced: the live sync already counts those securities, so Finmind does not add them, and the statement stays a check only.
- Step 4: Confirm.
A trade already in the portfolio is skipped, so nothing is counted twice; Finmind matches on the date and the transaction number. A check can be added once. A statement that only shows what you hold on one date, with no prices paid, cannot be added, and neither can one with trades in more than one currency. Their figures stay on screen.
Source: the Portfolio and Brokerage statement pages, read on 8 November 2026.