Betashares

Betashares Direct is an Australian investment platform. Export your transaction statement and import it into Metrifly — Metrifly matches the columns automatically.

Export your transactions

1. Log in to the Betashares Direct app or web platform.
2. Open the Tools & reporting / statements section.
3. Download the transaction or activity statement.

Import into Metrifly

Go to Transactions → Add Holdings, select Upload a file, and upload your file. Metrifly matches the columns in your Betashares export automatically and previews the trades it found. Review the mapping, then click Import. See Import your trade history from a file for the full walkthrough.

Note

Betashares Direct’s transaction export options are evolving. If a CSV or spreadsheet export isn’t available, you can add trades manually.