Import your BoursoBank portfolio into Quantic
BoursoBank exports your operations as CSV. Quantic reads it through column mapping, with French date and decimal conventions inferred from your own rows.
A French export is the case column mapping was built for. Dates are written day-first, the decimal separator is a comma, and the thousands separator is a space — three conventions that a parser assuming American formatting reads as different numbers entirely, silently. Quantic infers all of them from the rows in your own file and shows you what it inferred before importing anything.
Which account the file came from changes what the numbers mean. Inside a PEA, dividends and gains are sheltered while the money stays in, so a withholding column may be empty where a compte-titres ordinaire would show the prélèvement forfaitaire unique. Quantic records what your file says rather than assuming a regime, which is the right behaviour when one person's export cannot tell you which account produced it.
How to import it
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1
In BoursoBank, open your account's operations and export them as CSV.
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In Quantic, open Movements and drop the file in.
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Check the two conventions Quantic inferred — dates and decimals — before you preview.
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Save the mapping so the next export needs one click.
Quantic will not compute your French tax. The dividend side works for any residence, but the disposals section implements Spanish rules — it knows nothing about the PFU, the PEA's five-year clock, or the abattement. Treat the import as a record of what happened, not as a declaration. We have also not validated a real BoursoBank export yet; if one will not read, the import screen offers to send it to us.
Key terms
- Withholding tax
- When you own a foreign stock, the company's home country usually skims a percentage off each dividend before it reaches you — say 15% on US shares. Quantic estimates this from where each holding is based and your tax residence, so your income reflects what actually arrives. It's the tax withheld at source only — not any tax your own country adds, nor amounts you can often reclaim or credit back under a tax treaty.
- Gross vs. net
- Gross is the dividend before tax; net is what actually lands after withholding tax. Quantic tracks both.
- Cost basis (average cost)
- What you actually paid for the shares you hold, per share — the money you put in, including the commission, spread across your shares. Buying more at a different price moves it; selling doesn't, because selling doesn't change what the shares you kept cost you. It's the baseline your gain, your yield on cost and any future tax calculation are measured against.
- ECB reference rate
- The euro exchange rates the European Central Bank publishes once each working day. EU tax administrations accept them, which is why Quantic's tax report converts foreign dividends and sales at the rate for their own date rather than at today's rate or your broker's. There is no rate on weekends or holidays, so the report uses the most recent one published before that date and tells you which day it used.
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Import your statement and see the income
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