Find your broker's export guide

Metrifly has built-in presets for 40+ brokers. When you pick your broker during import, Metrifly matches your file’s columns to the right fields automatically — so there’s nothing to map by hand.

Some brokers also support direct account linking for automatic trade sync. If your broker offers it, you’ll see Direct account link on its Add holdings page — otherwise use the export guides below.

Each guide covers how to download the right file from your broker and which preset to choose in Metrifly. For the import itself, see Import your trade history from a file.

Don’t see your broker?

Any broker that can export a CSV or Excel file still works. Upload it without a preset and use Generic format or AI mapping — see Import your trade history from a file.

How exporting works

1. Open your broker and download your trade history, confirmations, or activity file.
2. In Metrifly, open the import wizard and pick your broker’s preset.
3. Upload the file and review what Metrifly found.

The per-broker steps below get you the right file in step 1.

Australia

Broker	Preset to choose	Guide
CommSec	CommSec	Export from CommSec
Stake	Stake AU / Stake US	Export from Stake
SelfWealth	SelfWealth	Export from SelfWealth
Pearler	Pearler	Export from Pearler
CMC Markets	CMC Markets	Export from CMC Markets
nabtrade	NabTrade	Export from nabtrade
Superhero	Superhero	Export from Superhero
Betashares	Betashares	Export from Betashares
OpenTrader	Open Trader	Export from OpenTrader
Bell Direct	Generic / AI mapping	Export from Bell Direct
ANZ Share Investing	Generic / AI mapping	Export from ANZ Share Investing
Westpac Share Trading	Generic / AI mapping	Export from Westpac Share Trading
Macquarie	Generic / AI mapping	Export from Macquarie
Vanguard Personal Investor	Generic / AI mapping	Export from Vanguard Personal Investor
CommSec Pocket	Generic / AI mapping	CommSec Pocket guide

International

Broker	Preset to choose	Guide
Interactive Brokers (IBKR)	IBKR (Interactive Brokers)	Export from Interactive Brokers
Trading 212	Trading 212	Guide coming soon
Charles Schwab	Charles Schwab	Guide coming soon
Revolut	Revolut Invest	Guide coming soon
Freetrade	Freetrade	Guide coming soon
eToro	eToro	Guide coming soon
Saxo	Saxo	Guide coming soon
Trade Republic	Trade Republic	Guide coming soon

The full broker list (India, crypto, and the rest of Europe) carries over from the current site — each existing guide is rebuilt to the pattern shown in the three live examples here.

Live example guides

These three are written to the finished pattern and show what every broker guide will look like:

• Export your trades from CommSec — a simple CSV export
• Export your trades from Interactive Brokers — a Flex Query with column detail
• Export your trades from Stake — choosing between two account types