InvestEngine
Export your InvestEngine transaction file and import it into Metrifly with the InvestEngine broker preset.
Export your transactions
Section titled “Export your transactions”Follow InvestEngine’s guide to download reports and statements to generate a CSV export of your portfolio transactions.
The file is a CSV.
Import into Metrifly
Section titled “Import into Metrifly”In the import wizard, choose InvestEngine, upload your file, and review the mapping. See CSV Import for the full walkthrough.