Vanguard Personal Investor

Vanguard Australia Personal Investor is an Australian investment platform. Export your investment transactions and import them into Metrifly. Metrifly doesn’t have a dedicated Vanguard preset yet, so you’ll bring the file in with Generic format or AI mapping — Metrifly still matches the columns for you.

Export your transactions

1. Log in to Vanguard Personal Investor.
2. Open the Transactions tab in the left sidebar and select Investment transactions.
3. Set the date range to cover everything since inception.
4. Click Download current view and choose Spreadsheet.

Both CSV and Excel files import into Metrifly.

Import into Metrifly

In the import wizard, upload your file and choose Generic format, or let AI mapping match the columns. See Import your trade history from a file for the full walkthrough.

Tip

If the columns don’t map cleanly, use Request a broker in the import wizard to send us a sample statement — we usually add a dedicated preset within a couple of days.