In this article, you'll find all the information you need to import your transactions from ActivTrades to Finbooks.
What to upload
Depending on the trading platform connected to your ActivTrades account, you may need to export a different file format to obtain your complete transaction history.
Please follow the guide that corresponds to the trading platform you use to make sure you export the correct file.
â ïž You must export the complete transaction history
Finbooks needs the full transaction history to accurately calculate your cost basis, tracking everything from closed positions to dividends and fees.
If the full history cannot be exported in a single file, make sure that all uploaded files together cover the full period without gaps.
MetaTrader4
If you use MetaTrader4, follow the steps described in this article to export your transaction history.
MetaTrader5
If you use MetaTrader5, follow the steps described in this article to export your transaction history.
Import your file into Finbooks
To learn how to import your file into a new connection or an existing one, please check out the dedicated article on how to upload a file to Finbooks.