Vanguard Personal Investor

Vanguard Australia Personal Investor is an Australian investment platform. Export your investment transactions and import them into Metrifly. Metrifly doesn’t have a dedicated Vanguard format built in yet, but it still matches the columns in your file automatically — there’s nothing to pick.

Export your transactions

1. Log in to Vanguard Personal Investor.
2. Open the Transactions tab in the left sidebar and select Investment transactions.
3. Set the date range to cover everything since inception.
4. Click Download current view and choose Spreadsheet.

Both CSV and Excel files import into Metrifly.

Import into Metrifly

In Metrifly, go to Transactions → Add Holdings, select Upload a file, and upload your file. Metrifly maps the columns automatically — check the review step to confirm it looks right, and use Adjust column mapping if anything’s off. See Import your trade history from a file for the full walkthrough.

Tip

If the columns don’t map cleanly, fix them with Adjust column mapping in Review — or click Request support on the All brokers page and attach a sample statement, and we’ll usually add Vanguard as a recognised format within a couple of days.