Import your FinecoBank portfolio into Quantic
Fineco exports your movements as CSV or XLSX. Quantic reads either through column mapping, with Italian date and decimal conventions inferred from the file.
Fineco acts as your sostituto d'imposta, which means it applies the imposta sostitutiva to your dividends and capital gains and settles them for you. Under the regime amministrato there is nothing for you to declare on these, so an import is not tax work — it is the part your broker does not do: what your income actually is, whether it is growing, and how much of it is concentrated in three names.
An Italian export writes 12/03/2026 and 1.234,56, and both are ambiguous to anything that has not been told which country wrote them: the first is a date in two countries with two different meanings, and the second is a thousand times the American reading. Quantic works both out from the spread of values in your own rows and asks you to confirm, rather than picking silently and being wrong by a factor of a thousand in a way that looks entirely normal.
How to import it
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1
In Fineco, open your movements or order history and export the period as CSV or XLSX.
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2
In Quantic, open Movements and drop the file in.
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Map the columns once — the date, the ISIN or ticker, the quantity, the price and the fee.
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Save the mapping so the next statement imports in one click.
Under the regime amministrato your gains are already taxed at source, so Quantic's tax report has little to tell you — its disposals section implements Spanish rules and does not model the imposta sostitutiva or the way minusvalenze carry forward for four years. Read it as a record, not a return. We have not validated a real Fineco export either; if yours will not read, the import screen offers to send it to us.
Key terms
- 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.
- Realized result
- What a sale actually came to: what you received for the shares, less the commission, less what those shares had cost you. It's called a result rather than a gain because it is just as often negative — selling below your average cost is an ordinary part of investing, not a mistake to hide. Until you sell, a position's rise or fall is unrealized: real on paper, but nothing has happened yet.
- 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.
- ISIN
- The twelve-character code that identifies a security worldwide, regardless of which exchange it trades on or what ticker it uses there. Unlike a ticker, it doesn't change when a company renames itself — which is why an import identifies your holdings by ISIN where the file carries one, so a renamed company keeps its dividend history instead of splitting into two positions.
Quantic · Free
Import your statement and see the income
Free, no card, and no broker connection — you upload a file you exported yourself. Or explore a sample portfolio first.
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