Finbooks

In this article, you'll find all the information you need to import your transactions from Fortune Prime Global to Finbooks.

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Depending on the trading platform connected to your Fortune Prime Global 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.

⚠️ 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.

If you use MetaTrader4, follow the steps described in <a href="https://help.finbooks.com/en/articles/13701934-connect-metatrader4-to-finbooks-via-html-file">this article</a> to export your transaction history.

If you use MetaTrader5, follow the steps described in <a href="https://help.finbooks.com/en/articles/13638849-connect-metatrader5-to-finbooks-via-excel-file">this article</a> to export your transaction history.

To learn how to import your file into a new connection or an existing one, please check out the <a href="https://help.finbooks.com/en/articles/8271835-come-importare-un-file-csv">dedicated article</a> on how to upload a file to Finbooks.

Connect Fortune Prime Global to Finbooks via HTML/Excel file

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Connect Fortune Prime Global to Finbooks via HTML/Excel file

What to upload

MetaTrader4

MetaTrader5

Import your file into Finbooks