📥 Import from Broker (BRIM)
BRIM (Broker Report Import Module) imports your transactions from the files your broker lets you download, so you do not have to type them. To run an import, follow the How to Import guide.
🏦 Supported Brokers
Pick your broker to see which file to export and what to watch out for. Importers that are still maturing carry a label:
- 🔬 Alpha — new: expect rough edges and check every row;
- 🧪 Beta — tested with sample files: unusual cases may be missed.
Importers without a label are well tested and reliable for the formats they support.
Revolut
Freetrade
Trading212
BUX
Rabobank
Scalable Capital
Bitvavo
Relai
Investimental
Accented letters, the € sign and semicolons
Files written by banks or re-saved with Excel on Windows are read correctly: accented letters, the € sign and columns separated by semicolons included (LibreFolio understands the UTF-8, Windows-1252 and Latin-1 encodings). Still, upload your files as downloaded whenever you can: some broker pages, such as Danske Bank, ask for exactly that.
🗂️ Asset Mapping
Each security in your report must be matched to an asset of your library. LibreFolio does it on its own when exactly one asset fits; for the others you pick the asset — or create it, filled in from the report — in the Resolve Assets panel of the Review step. Until then the row shows ✗ Unresolved and the import waits.
♻️ Duplicate Detection
LibreFolio compares every row with the transactions already saved for the same broker: same type, date, quantity and amount, small rounding differences ignored.
- If the description matches too, the row is a ⚠ Likely dup and arrives unticked.
- If the description differs, it is a ℹ Possible dup and stays ticked for you to check.
Copies between the files you import together are handled the same way, and the Duplicates step lets you choose which copy to keep. You can always tick or untick a row yourself.
⛔ Before the broker opening date
If a broker has an opening date, rows dated before it cannot be imported; the opening day itself is fine. If the date is wrong, correct it from the Review step and the rows are checked again.
🔗 Related
- 🧙 How to Import — the wizard, step by step
- 📋 Transactions — view and manage imported transactions
- 🏦 Brokers — set up your broker accounts first
- 🗂️ Files — your uploaded broker reports
- 🛠️ BRIM Providers List — technical notes on each importer, for developers