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📥 Import from Broker (BRIM)

BRIM (Broker Report Import Module) lets you import transactions directly from your broker's export files — no manual entry needed. Upload a CSV report and LibreFolio parses, maps, and imports all transactions in one flow.

🚀 How to Import

  1. Export a transaction report from your broker (usually a CSV file — check your broker's help center).
  2. In LibreFolio, navigate to your Broker page.
  3. Click the Import button () in the broker header.
  4. The Import Modal opens.
  5. Drag & drop or click to select your file.
  6. LibreFolio auto-detects the broker format and shows a preview of parsed transactions.
  7. Review the preview — check that dates, amounts, and asset names look correct.
  8. Click Import to commit all transactions.
Quick Import Modal Wizard Step 1 Wizard Step 2 Wizard Step 3 Duplicate Detection Bulk Staging

You can also use the Files section

The Files section (BRIM tab) lets you manage uploaded broker reports centrally, re-import them, or delete them.

🏦 Supported Brokers

IBKR favicon Interactive Brokers
Import transaction reports using Flex Queries.
Degiro favicon Degiro
Import transaction history CSV exports from Degiro.
eToro favicon eToro
Import account statement XLSX/CSV files from eToro.
Directa SIM favicon Directa SIM
Import transaction history CSV files from Directa SIM.
Charles Schwab favicon Charles Schwab
Import CSV transaction history from Charles Schwab.
Revolut favicon Revolut
Import account statement PDF/CSV reports from Revolut.
Coinbase favicon Coinbase
Import transaction history CSV files from Coinbase.
Freetrade favicon Freetrade
Import CSV transaction statements from Freetrade.
Finpension favicon Finpension
Import transaction history CSV reports from Finpension.
Trading212 favicon Trading212
Import CSV transaction history from Trading212.
Generic CSV
Our fallback parser with manual column mapping.

📊 Importer Capabilities

Broker Format Buy/Sell Dividends Deposits/Cash Fees/Taxes Notes
Interactive Brokers CSV (Flex) ✅ ✅ ✅ ✅ Best for multi-currency accounts
Degiro CSV ✅ ✅ ✅ ✅ Support for standard account statement
eToro XLSX/CSV ✅ ✅ ✅ ✅ Realized gains and dividends support
Directa SIM CSV ✅ ✅ ✅ ✅ Italian broker tax statement support
Charles Schwab CSV ✅ ✅ ✅ ✅ Standard US broker activity statement
Revolut PDF/CSV ✅ ✅ ✅ ✅ Stock and crypto transaction support
Coinbase CSV ✅ ❌ ✅ ✅ Crypto-only transaction reports
Freetrade CSV ✅ ✅ ✅ ✅ Simple UK brokerage statements
Finpension CSV ✅ ✅ ✅ ✅ Swiss pension 3a statements
Trading212 CSV ✅ ✅ ✅ ✅ European trading activity CSV
Generic CSV CSV ✅ ✅ ✅ ✅ Manual column mapper fallback

All providers are in Beta

Import plugins are community-maintained and improve over time. If a specific report format has quirks, the Generic CSV provider allows manual column mapping as a fallback.

🗂️ Asset Mapping

During the preview step, LibreFolio attempts to auto-match each asset name from your report to an asset already in your library.

  • ✅ Matched — will be imported against the existing asset.
  • ⚠️ Unmatched — select or create the target asset before importing.
  • ❌ Error — the row could not be parsed.

♻️ Duplicate Detection

BRIM checks for duplicate transactions based on date, type, asset, quantity, and amount. Duplicate rows are flagged in the preview — you can choose to skip or force-import them.

  • 📋 Transaction Table — View and manage imported transactions
  • 🗂️ Files — Manage uploaded broker report files
  • 🏦 Brokers — Set up your broker accounts first