📥 
Fineco
Beta
This plugin is in Beta — tested with sample files but edge cases may exist.
LibreFolio imports FinecoBank's Movimenti Dossier Titoli report — the movements of your securities dossier — saved as CSV.
📥 How to Export
- Log in to your FinecoBank account (web or app).
- Open the Dossier Titoli movements and choose the account and the period you want.
- Export the list: Fineco gives you an Excel file.
- Open it and save it as CSV. Keep the lines above the table (Dossier:, Intestatario:) and the column names: LibreFolio recognises the report by them.
🔄 What Gets Imported
| In the report (Descrizione) | Imported as |
|---|---|
Compravendita titoli, with Segno A or V |
Buy or Sell |
| Dividendo | Dividend |
| Stacco Cedole | Interest (bond coupon) |
| Rimborso | Sell (redemption or maturity) |
| Aumento capitale | Adjustment of the quantity, without cash |
| Commission columns, when the report has them | One separate Fee per row, in euro |
Any other operation is skipped with a warning.
Bonds repaid above par. When a bond is repaid above par (100) — a premio fedeltà or an inflation revaluation — the sale is recorded at par and the amount above it as a separate Interest, like a coupon, so your gain reflects the price alone. LibreFolio recognises bonds by their name (BTP, BOT, CCT…). Bonds repaid at or below par, and other redemptions, stay a single Sell.
⚠️ Good to know
- Both layouts work, with or without the commission columns: LibreFolio tells them apart on its own.
- Amounts as written. Each row keeps its own currency (Divisa), with no conversion; the Cambio column is ignored.
- Dates. LibreFolio uses the value date (Data valuta), or the trade date when it is missing.