SelfWealth

SelfWealth is an Australian online broker. Export your trade report and import it into Metrifly with the SelfWealth preset.

Export your transactions

1. Log in and go to Settings → Trading Account → Report.
2. Set the report filters to include Trades and Other.
3. Set the time period to Custom — From a date before your first trade, To today.
4. Click Export Rows and choose As CSV.

Both CSV and Excel files import into Metrifly.

Import into Metrifly

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