When import is the best start
Use import when you already have real broker history. It saves time and gives AKSJENET better context for holdings, cash flow, dividends, fees, realized gains, and performance.
Import broker history
Use broker exports to build holdings, cash flow, dividends, fees, and historical performance faster.
Prepare the file
Export transactions from your broker, keep the original file unchanged, and make sure dates, tickers, quantities, prices, currency, fees, dividends, and cash movements are included when available.
Review unresolved rows
After import, review rows that need attention. The most common fixes are missing ticker mapping, unclear cash movement type, duplicate rows, and account type assignment.
Check the result
Open the portfolio overview and accounting views. Total holdings, cash balance, and recent transactions should look close to your broker account before you rely on analysis or tax views.
Next step
Open portfolios
Use this guide inside AKSJENET
Open the relevant portfolio area, make one focused change, then return to this guide if anything looks unclear.