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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.

For step-by-step instructions on how the wizard works, check out the How to Import Guide.

🏦 Supported Brokers

LibreFolio supports importing statement files from the following 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.
Request New Plugin
Your broker is missing? Request a new plugin or contribute code!
📊 Importer Capabilities
Broker Status Format Buy/Sell Dividends Deposits/Cash Fees/Taxes Notes
Interactive Brokers 🧪 Beta CSV (Flex) ✅ ✅ ✅ ✅ Best for multi-currency accounts
Degiro 🧪 Beta CSV ✅ ✅ ✅ ✅ Support for standard account statement
eToro 🧪 Beta XLSX/CSV ✅ ✅ ✅ ✅ Realized gains and dividends support
Directa SIM ✅ Stable CSV ✅ ✅ ✅ ✅ Italian broker tax statement support
Charles Schwab 🧪 Beta CSV ✅ ✅ ✅ ✅ Standard US broker activity statement
Revolut 🧪 Beta PDF/CSV ✅ ✅ ✅ ✅ Stock and crypto transaction support
Coinbase 🧪 Beta CSV ✅ ❌ ✅ ✅ Crypto-only transaction reports
Freetrade 🧪 Beta CSV ✅ ✅ ✅ ✅ Simple UK brokerage statements
Finpension 🧪 Beta CSV ✅ ✅ ✅ ✅ Swiss pension 3a statements
Trading212 🧪 Beta CSV ✅ ✅ ✅ ✅ European trading activity CSV
Generic CSV ✅ Stable CSV ✅ ✅ ✅ ✅ Manual column mapper 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