SelfWealth

SelfWealth is an Australian online broker. Export your trade report and import it into Metrifly — Metrifly matches the columns automatically.

Export your transactions

1. Log in and go to Settings → Trading Account → Report.
2. Set the report filters to include Trades and Other.
3. Set the time period to Custom — From a date before your first trade, To today.
4. Click Export Rows and choose As CSV.

Both CSV and Excel files import into Metrifly.

Import into Metrifly

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