How to import CommSec transactions
1. Export CommSec Transactions
Importing CommSec transactions is a semi automated process. The process is simple and quick. You can follow the guided video process.
- Log into your CommSec Account.
- Visit the Trading tab and select Confirmations from the menu on the left
- Select the account that you’d like to import from the dropdown list
- Make sure that both Buy and Sell order types are selected
- Select your desired date range and click the search button
- Click the Download CSV link
2. Import CSV into CommSec Importer
- Get a copy of the CommSec Importer
- Make a copy of the spreadsheet, File > Make a copy
- Delete existing sample data.
- File > Import > Upload from your Device.
- Choose the CommSec CSV fie you downloaded.
- In Import File, Choose > Insert New Sheet > Import Data
- Copy and paste CommSec transactions
- Optional, enter a portfolio Name
3. Import into Stock Profit
- Open Extensions > Stock Profit > Admin > Import Data
- Copy & paste URL
- Delete existing sample data.
- File > Import > Upload from your Device.
- Choose the CommSec CSV fie you downloaded.
- In Import File, Choose > Insert New Sheet > Import Data
- Copy and paste CommSec transactions
- Optional, enter a portfolio Name