Finpension

Beta

This plugin is in Beta — tested with sample files but edge cases may exist.

📥 How to Export

To export your transactions from Finpension:

1. Log in to your Finpension account.
2. Go to your active portfolio/account dashboard.
3. Click on the Transactions (Transazioni / Transaktionen) tab.
4. Click on the Export or download button and select CSV.
5. Save the file to your computer.

⚠️ Common Pitfalls

Do Not Modify Delimiters

Finpension exports use a semicolon ; as the column separator and German/Swiss formats. The BRIM parser detects these locales automatically. Avoid opening the file in spreadsheet editors (such as Excel) and saving it back, as this may change the CSV's raw structure.

📝 Notes

• Swiss pension platform.
• Supports cash deposits, buys, sells, tax withholdings, and management fees.
• Denominated in CHF.

🔗 Developer Reference

→ Finpension Provider — Implementation Details