Betashares

Betashares Direct is an Australian investment platform. Export your transaction statement and import it into Metrifly with the Betashares preset.

Export your transactions

1. Log in to the Betashares Direct app or web platform.
2. Open the Tools & reporting / statements section.
3. Download the transaction or activity statement.

Import into Metrifly

In the import wizard, choose Betashares, upload your file, and review the mapping. See CSV Import for the full walkthrough.

Note

Betashares Direct’s transaction export options are evolving. If a CSV or spreadsheet export isn’t available, you can add trades manually or use the generic CSV import.