Import / Export Guide - Dividends Inside

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Import & Export Guide

Dividends Inside can import trades from three supported sources: a manual default file, an Interactive Brokers activity statement, or a DeGiro transactions export. Lot Management and portfolio settings exports use the same columns as the default import, so you can export, edit, and import those lots again later.

Default CSV / ExcelInteractive Brokers (IBKR)DeGiro Transactions

Default File

Create your own file or reuse a Lot Management export with the exact headers required by the importer.

IBKR Export

Export an Activity Statement as CSV from Interactive Brokers and upload it with the IBKR format selected.

DeGiro Export

Export your transactions from DeGiro as CSV or XLS and import them using the DeGiro Transactions format.

Before You Upload

Select the import format that matches your file exactly.
Use trade exports, not holdings summaries or account overview reports.
Keep the exported file structure intact unless the guide below tells you to build the file manually.
Lot Management CSV and Excel exports, plus the portfolio settings Export positions CSV, can be imported again with the Default CSV / Excel format.
You can use these imports from both Lot Management and Create Portfolio.

Default CSV / Excel Import

Create a file yourself when your broker is not supported directly or when you want full control over the imported trades. You can also start from a Lot Management export or the portfolio settings Export positions file, make edits in your spreadsheet app, and upload it again. Save the file as .csv, .xls, or .xlsx.

Create a file with these exact headers: ticker,date,action,avg_price,amount.
Add one row per trade using the format ticker,YYYY-MM-DD,buy|sell,price,shares.
Save the file as CSV or Excel.
Upload it in Dividends Inside and choose Default CSV / Excel as the import format.

Download Example CSV Open the CSV in Excel if you want to save it later as .xlsx.

Example File

ticker,date,action,avg_price,amount
MSFT,2022-01-10,buy,310,75
AAPL,2023-05-12,buy,172.35,12
KO,2024-02-01,sell,59.10,5

Column Meaning

ticker: The ticker symbol you want to import.
date: Trade date in YYYY-MM-DD format.
action: buy or sell.
avg_price: Average price paid per share.
amount: Number of shares in the trade.

Existing Lots exports and portfolio settings position exports already use this default import schema: ticker,date,action,avg_price,amount. This makes them suitable for backup, spreadsheet edits, and later re-import with Default CSV / Excel selected.

Interactive Brokers (IBKR)

Log in to Interactive Brokers.
Open Performance & Reports, then Statements.
Generate an Activity Statement for the date range you want to import.
Download the statement as CSV.
Upload that file in Dividends Inside and choose Interactive Brokers (IBKR) as the import format.

Step 1

Interactive Brokers statements navigation

In IBKR, go to Performance & Reports and open Statements.

Step 2

Interactive Brokers activity statement CSV download

Generate an Activity Statement, set the correct date range, and download the result as CSV.

DeGiro Transactions Export

Log in to DeGiro.
Open Inbox, then Transactions.
Select the start and end date for the trades you want to import.
Click Export and download the file as CSV or XLS.
Upload that file in Dividends Inside and choose DeGiro Transactions as the import format.

Where To Export

Use the Transactions export and keep the broker-generated layout unchanged before uploading it.

Need More Help?

If your file still does not preview correctly, double-check that the selected import format matches the file you uploaded. You can also use the report form if your broker export looks correct but is still rejected.

Report Import Issue View FAQ