InvestEngine
Export your InvestEngine transaction file and import it into Metrifly — Metrifly matches the columns automatically.
Export your transactions
Section titled “Export your transactions”Follow InvestEngine’s guide to download reports and statements to generate a CSV export of your portfolio transactions.
The file is a CSV.
Import into Metrifly
Section titled “Import into Metrifly”Go to Transactions → Add Holdings, select Upload a file, and upload your file. Metrifly matches the columns in your InvestEngine 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.