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Put Investimential below IBKR
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dickwolff authored Jul 9, 2024
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Showing 1 changed file with 6 additions and 6 deletions.
12 changes: 6 additions & 6 deletions README.md
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Expand Up @@ -65,12 +65,6 @@ Login to your Interactive Brokers account. Navigate to Account Management and cl

![Export instructions for IBKR](./assets/export-ibkr.jpg)

### Investimental

Login to your Investimental account and click on the "Orders Daily Log". Select account and desired time period then click refresh button. Transactions should appear and then click on the download button.

![Export instructions for Investimental](./assets/export-investimental.png)

#### Trades

For trades, select "Trades". Then select the following properties: `Buy/Sell, TradeDate, ISIN, Quantity, TradePrice, TradeMoney, CurrencyPrimary, IBCommission, IBCommissionCurrency`.
Expand All @@ -79,6 +73,12 @@ For trades, select "Trades". Then select the following properties: `Buy/Sell, Tr

For dividends, select "Cash Transactions". Then select the following properties: `Type, SettleDate, ISIN, Description, Amount, CurrencyPrimary`.

### Investimental

Login to your Investimental account and click on the "Orders Daily Log". Select account and desired time period then click refresh button. Transactions should appear and then click on the download button.

![Export instructions for Investimental](./assets/export-investimental.png)

### Rabobank

Login to Rabobank and navigate to your investments. Navigate to "Transactions & Contract Notes" (Mutaties & Nota's). Select the range you wish to export at the top. Then scroll to the bottom of the page and click "Export as .csv"
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