Investimental

Export your Investimental transaction file and import it into Metrifly — Metrifly matches the columns automatically.

Export your transactions

1. Log in to Investimental and open Orders Daily Log.
2. Select the account and date range, then click the refresh button.
3. When transactions appear, click the download button to export CSV.

The file is a CSV.

Import into Metrifly

Go to Transactions → Add Holdings, select Upload a file, and upload your file. Metrifly matches the columns in your Investimental 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.