Export your trades from CommSec
This shows you how to download your full trade history from CommSec and bring it into Metrifly. The CSV itself contains your buys and sells only — after import, Metrifly fills in prices and performance, and adds dividends from market data.
CommSec is an Australian broker, and Metrifly matches the columns in its export automatically — you won’t have to match any columns by hand.
Before you start
Section titled “Before you start”- Have your CommSec login handy.
- In Metrifly, pick the single portfolio you want the trades to go into (not a group).
Step 1 — Download your trades from CommSec
Section titled “Step 1 — Download your trades from CommSec”- Log in to CommSec and go to Trade → Manage Orders → Confirmations.
- Set the From and To dates to cover all your trades — go back as far as your first purchase so nothing is missed.
- Click Search, then the Download CSV link.
You’ll get a file in your downloads. That’s the file Metrifly needs — both CSV and Excel imports work.
Step 2 — Import the file into Metrifly
Section titled “Step 2 — Import the file into Metrifly”- In Metrifly, go to Transactions → Add Holdings and select Upload a file.
- Upload the file you just downloaded. Metrifly matches the columns in your CommSec export automatically and previews the trades it found.
- Review the trades, then click Import. Your trades save in the background and your holdings update within a minute.
For the full walkthrough of the import wizard — including the review step — see Import your trade history from a file.
Troubleshooting
Section titled “Troubleshooting”| Problem | Fix |
|---|---|
| Some trades are missing | Re-export from CommSec with a wider From / To date range. |
| A holding shows a Check symbol pill | The ticker couldn’t be matched. Open the holding and confirm the ticker and exchange. |
| The file won’t upload | Make sure it’s the file you downloaded and it’s under 10 MB. |