Step 5 of 12
Importing from your broker
One file, two imports, and the one trap worth knowing about before you click.
Quantic reads Interactive Brokers activity statements, MyInvestor operation exports and DivTracker CSVs — plus its own template if your broker isn't on the list. The format is detected for you; you just upload the file.
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1
Download the statement from your broker.
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2
Upload it on Dividends for the payments you received.
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3
Upload the same file on Movements for your buys and sells.
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4
Check the preview, then apply.
Re-importing is safe: trades already there are matched and updated rather than duplicated, which matters because most brokers only let you export a year at a time. Trades you recorded by hand are never touched.
The trap: a statement covering only part of a position's life rebuilds that position from just those trades, leaving it short. Quantic lists which positions an import will rebuild before you confirm — read that list, and check the share counts against your broker afterwards.
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