Import ETF transactions from your broker statement
Connect your portfolio with DEGIRO, Interactive Brokers and Trading 212 with a single file. Using another broker? Send us your statement and we will build it.
Benefits
Import in seconds
Download your broker's order history, upload it to Index Balance, and the system automatically records all your completed ETF transactions.
Automatic ISIN detection
The importer identifies each ETF by its ISIN code, filters duplicates, and only imports orders with Completed status.
Your broker, coming soon
We support DEGIRO (CSV), Interactive Brokers (CSV) and Trading 212 (CSV). Using another broker? Send us an anonymised statement through the suggestions section and we will add it.
How it works
1. Download your broker statement
Access your order history in your broker account (DEGIRO: Portfolio → Transactions → export CSV; Interactive Brokers: Reports → Activity → Custom → export CSV; Trading 212: History → Export).
2. Upload the file in Index Balance
Go to the Import section of the dashboard, select your broker, drag or select the file. The system processes it automatically.
3. Review and confirm
Index Balance shows a summary of detected ETF transactions before importing them. Confirm and your portfolio is updated instantly.
Frequently asked questions
Which brokers are currently supported?
Currently you can import from DEGIRO (CSV), Interactive Brokers (CSV) and Trading 212 (CSV). We are working on adding more UK and international brokers. If you use another platform, write to us through the suggestions section with an anonymised statement and we will build it.
What happens if I import the same statement twice?
No problem. The system automatically detects duplicate transactions (same ETF, date and amount) and skips them. You can upload the same file multiple times without any risk.
Do ETFs need to be created before importing?
Yes. ETFs must already exist in your Index Balance portfolio so the importer can link orders by ISIN. Orders with unknown ISINs are flagged as "unknown ETF" and not imported.
Are pending orders imported?
No. Only orders with Completed status are imported. Pending, cancelled or any other status orders are ignored during import.
My broker is not supported. How do I request an importer?
Go to the Suggestions section inside the app and tell us your broker name. If you can attach an anonymised example of your order history, even better — it helps us build the importer faster. The most requested brokers get priority.