Everything you need to get started — from importing your first portfolio to understanding how Bukdin works.
Trade Republic doesn't have a built-in CSV export, but you can download your transaction documents and portfolio summary. Bukdin's AI reads both PDF statements and CSV files.
Go to app.traderepublic.com and log in. The web app gives you the best export options.
Click your profile icon in the top right, then select Activity to see your full transaction history.
Each transaction has a PDF settlement document (Abrechnung). Go to Profile → Documents to find all documents grouped by year. You can select multiple and download as a batch.
Navigate to Profile → Transactions for cash movements (deposits, withdrawals, dividends). Use this alongside your PDF settlements for a complete picture.
Drag and drop your PDF settlement documents into Bukdin. Our AI extracts dates, amounts, shares, and fees automatically.
DEGIRO has a solid built-in CSV export for transactions, portfolio snapshots, and account statements. One of the easiest brokers to export from.
Go to trader.degiro.nl (or your local domain) and sign in. Use the desktop web version.
Click Activity → Transactions in the left sidebar. Set the date range from your first trade to today, click Export, and select CSV.
Go to your Portfolio view and click the export arrow on the right. Select date and format (CSV or XLS) for current holdings with values.
Go to Inbox → Account Statement for cash movements, dividends, and fees. Set date range and export as CSV.
Upload your transaction CSV. Bukdin recognises the DEGIRO format automatically and imports all positions, trades, and dividends.
Trading 212 has a straightforward built-in CSV export for Invest and ISA accounts — orders, dividends, and transactions.
Log in via the app or web at trading212.com. Works on both mobile and desktop.
Navigate to Menu → History.
Click the export icon in the top right. Choose your time frame (max 1 calendar year per export). Select all data types: Orders, Dividends, and Transactions.
Click Export CSV. Once ready, upload to Bukdin. We handle multi-year imports seamlessly.
Scalable Capital has a native CSV export for broker transactions — all at once, filtered, or individual trades.
Go to scalable.capital and sign into your broker account on desktop.
Navigate to Broker → Transactions. You'll see buys, sells, dividends, and savings plan executions.
Click Export CSV. The file includes date, time, ISIN, shares, price, amount, fees, and tax.
Upload the CSV. We handle the semicolon delimiter and European number formatting automatically.
Revolut exports investment transaction history as CSV — stock and crypto trades, dividends, and account movements.
Log in via the app or app.revolut.com.
Navigate to Invest (or Wealth → Stocks) to see your portfolio.
Go to Account → Statements. Select time period and choose CSV format.
Upload the CSV. If you also use Revolut for daily spending, export your current account statement separately for cash flow tracking.
Robinhood lets you generate custom CSV reports with your full transaction history — stocks, options, crypto, and dividends.
Go to robinhood.com and log in. The web version has the best reporting tools.
Go to Account → Reports and Statements → Reports.
Click Generate New Report. Choose account type, date range, and transaction types. Click Generate Report.
Download the CSV when ready (you'll get a notification). Upload to Bukdin — we handle all Robinhood asset types.
IBKR offers the most comprehensive export options of any broker. The Activity Statement gives you everything in one go.
Go to portal.interactivebrokers.com and sign in with 2FA.
Go to Performance & Reports → Statements. Select Activity, your date range, and CSV format. Click Generate.
For customised exports, use Flex Queries. Create an Activity Flex Query, select fields, set CSV output, and run.
Upload your CSV. We support IBKR's multi-section format and parse all asset types: stocks, ETFs, bonds, options, futures, and forex.
Schwab provides CSV exports for current positions and transaction history across all account types.
Go to schwab.com and sign in.
Navigate to Accounts → Positions. Click Export (top right) and download as CSV.
Go to Accounts → History. Set date range, click Export for CSV with buys, sells, dividends, and transfers.
Upload both files. If you have multiple accounts (brokerage + IRA), export each separately — Bukdin keeps them organised.
Fidelity offers CSV downloads for portfolio positions and transaction history.
Go to fidelity.com and sign in on desktop.
Navigate to Accounts → Portfolio. Click Download (upper right) and choose CSV.
Go to Accounts → Activity & Orders → History. Set date range and download as CSV.
Upload your files. Bukdin handles multiple account types (brokerage, 401k, IRA) and merges them into your unified portfolio.
Vanguard is intentionally low-tech — no API, but you can download transaction history and holdings as CSV or OFX.
Go to vanguard.com on desktop.
Navigate to My Accounts → Transaction History. Select account and date range, click Download. Choose CSV or OFX.
Upload your files. Bukdin supports both CSV and OFX formats and handles all Vanguard account types.
Coinbase provides clean CSV exports — buys, sells, conversions, rewards, and staking income.
Go to coinbase.com and sign in.
Click your profile icon → Taxes → Documents, or My Assets for transaction history export.
Click Generate Report. Includes all buys, sells, sends, receives, conversions, and staking rewards with timestamps and USD values.
Upload the CSV. Crypto holdings are valued at current market prices in your net worth calculation.
Binance exports trade history, deposit/withdrawal records, and earning history as CSV.
Go to binance.com and sign in with 2FA.
Navigate to Orders → Trade History for spot trades, or Wallet → Transaction History for everything.
Click Export. Select date range (Binance limits to 3 months at a time). Download when ready.
Upload your CSVs. If you exported multiple 3-month periods, upload them all — we merge chronologically.
Kraken provides detailed CSV exports of trading history, ledger entries, and account balances.
Go to kraken.com with 2FA.
Select Ledger for the most comprehensive export — trades, deposits, withdrawals, staking rewards, and fees.
Choose your range and click Submit. Download the CSV.
Upload your Kraken ledger CSV. We parse all transaction types and calculate positions and cost basis.
Bukdin's AI importer reads CSV and PDF files from any platform. Upload your file and we'll figure out the format. If we can't parse it automatically, we'll add support within 48 hours.
Upload any file →