Directa SIM
Beta
This plugin is in Beta — tested with sample files but edge cases may exist.
📥 How to Export
To export your transactions from Directa SIM:
- Log in to your Directa Portal (using the dLite or Classic interface).
- Go to INFO or Operazioni in the main menu, then select Movimenti (Cash Movements) or Tabella Ordini (Order History).
- Select the date range you want to export.
- Click on the CSV download icon or the export button at the top-right of the table.
- Save the file directly without opening or modifying it in Excel.
⚠️ Common Pitfalls
Header Rows
Directa SIM files contain a metadata header block (usually 9 lines) before the actual data table. The parser is built to skip this block automatically. Do not delete these header lines manually, otherwise the parser will fail to find the correct data columns.
Delimiter Warnings
Directa exports use the semicolon ; as a delimiter and standard Italian number formatting (comma , for decimals). The parser parses these settings automatically. Avoid saving the CSV via software that converts these delimiters (like opening and saving in Microsoft Excel without raw-text settings).
📝 Notes
- Supports stock, bond, and ETF trades, dividends, taxes (ritenute fiscali), and transaction fees.
- Account operations are denominated in EUR.