Investimental

Export your Investimental transaction file and import it into Metrifly with the Investimental broker preset.

Export your transactions

1. Log in to Investimental and open Orders Daily Log.
2. Select the account and date range, then click the refresh button.
3. When transactions appear, click the download button to export CSV.

The file is a CSV.

Import into Metrifly

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