For your own broker export

Turn a simple investment CSV into a portfolio you can understand.

Use a clear six-column CSV when your broker is not yet supported directly. Review every parsed transaction before it becomes portfolio analytics, FIFO cost basis, and a clearer investment history.

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File-based import. Rivethink does not request broker login credentials.

Export broker-transactions.csv Custom CSV · Six required columns
Rivethink preview 18 valid rows Review before import
Portfolio $42,350 +$8,450 total P/L
The workflow

Export, upload, preview, understand.

The import is deliberately visible. You see what Rivethink reads from your file before confirming it.

01

Prepare one simple CSV

Use the documented date, symbol, type, quantity, price, and amount columns.

Custom CSV format

date symbol type quantity price amount
2026-02-12 NVDA BUY 100 202.50 17842.88
2026-03-13 CRWD SELL 50 520.00 22909.38
Show all instructions Show fewer instructions

The required columns are date, symbol, type, quantity, price, and amount. Use BUY or SELL, with positive decimal quantity and price values.
Transactions are imported into the selected broker account only.
Price is the transaction price per share.
Price currency is inferred from the symbol: no suffix or .US means USD; supported European suffixes .AS, .BE, .DE, .FR, .HE, .IR, .LS, .MC, .MI, .PA, .VI mean EUR.
Amount is the total amount paid for the transaction.
The amount currency is inferred from the selected broker account currency.

02

Upload to the right account

Select the broker account that owns the transactions, then upload the CSV.

RivethinkUpload transactions
My brokerage account ⌄
broker-transactions.csvBrowse
Custom CSV · Six required columns
Preview import
03

Review the preview

Check every parsed row and its validation status before confirming the import.

Import preview18 valid
DateSymbolTypeStatus
Feb 12, 2026NVDABUYReady
Mar 06, 2026MSFTSELLReady
Mar 10, 2026VOW.DEBUYReady
Import 18 transactions
04

Review your portfolio

Open the portfolio to see account-scoped FIFO lots, performance, exposure, and transaction context.

PortfolioAll accounts
Portfolio Value$42,350+$312.84 1D
Invested Capital$31,200
Total P/L+$8,450
NVDA24% exposure+18.4%
MSFT19% exposure+12.1%
A small example

From imported rows to a position story.

Rivethink keeps the selected broker account separate from every other account. A sell can only match earlier buys from that same account and stock.

That keeps FIFO cost basis and realized P/L meaningful when you invest through multiple accounts.

My brokerage account · NVDAFIFO example
Feb 12BUY10 shares @ $142.50
Mar 18BUY5 shares @ $151.20
Apr 08SELL6 shares @ $165.40
Open shares9
Average cost$147.33
Realized P/L+$137.40
What the importer uses

Built around the Custom CSV export.

The required columns are date, symbol, type, quantity, price, and amount. Use BUY or SELL, with positive decimal quantity and price values.
Transactions are imported into the selected broker account only.
Price is the transaction price per share.
Price currency is inferred from the symbol: no suffix or .US means USD; supported European suffixes .AS, .BE, .DE, .FR, .HE, .IR, .LS, .MC, .MI, .PA, .VI mean EUR.
Amount is the total amount paid for the transaction.
The amount currency is inferred from the selected broker account currency.

Questions

CSV portfolio tracker FAQ

The required columns are date, symbol, type, quantity, price, and amount. The selected broker account supplies the broker amount currency.

Rivethink supports US symbols with no suffix or .US, plus an explicit set of EUR-market suffixes including .AS, .BE, .DE, .FR, .HE, .IR, .LS, .MC, .MI, .PA, and .VI.

Yes. The preview identifies valid and invalid rows individually. You can confirm valid rows while invalid rows are skipped.
Ready when you are

Bring your Custom CSV portfolio into focus.

Start with the export you already have. Review the preview before anything is imported.

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