Step 6 of 13
Importing from your broker
One file, two imports, and the one trap worth knowing about before you click.
Quantic reads Interactive Brokers activity statements, MyInvestor operation exports and DivTracker CSVs on sight — the format is detected for you. If your broker is not on that list, upload its file anyway: Quantic shows you the columns it found, with a couple of real values under each, and you say what they mean. It only asks once, and only about the columns it needs.
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1
Download the statement from your broker.
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2
Upload it on Dividends for the payments you received.
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3
Upload the same file on Movements for your buys and sells.
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4
If we don't recognise the format, say what each column holds — we show you two real values from your file under every heading, so you can tell which is which even when the headings are in another language.
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5
Check the preview, then apply.
Re-importing is safe: trades already there are matched and updated rather than duplicated, which matters because most brokers only let you export a year at a time. Trades you recorded by hand are never touched.
The trap: a statement covering only part of a position's life rebuilds that position from just those trades, leaving it short. Quantic lists which positions an import will rebuild before you confirm — read that list, and check the share counts against your broker afterwards.
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