Import Positions

Have transaction documents, portfolio statements, or a custom spreadsheet? MoneyPeak processes all of it automatically and builds your complete portfolio from it — including full historical data.

Upload PDF Transaction Documents

Simply upload all the PDFs you've received from your broker — trade confirmations, settlement statements, purchase receipts, regardless of format. The AI automatically extracts:

  • Security name & ISIN
  • Purchase date & purchase price
  • Number of shares
  • Transaction fees

The result: a complete portfolio with full transaction history — without entering a single number manually.

The more PDFs you upload, the more accurate your history will be. Feel free to upload all your documents from the past several years in one go.

Screenshots of Current Holdings

The fastest method: take a screenshot of your brokerage overview and upload it. MoneyPeak recognises the positions and creates them automatically.

Important: This method only captures your current holdings — no purchase history, no cost basis. For a complete performance analysis, we recommend uploading PDFs.

CSV or Excel Files

Already have your positions in a spreadsheet? Perfect. Create a file with the following columns and upload it:

  • Security (name or ISIN)
  • Purchase date
  • Purchase price
  • Exchange (optional)
  • Number of shares

MoneyPeak processes the file automatically and maps all positions to the correct securities.

What happens after the upload?

Once your files are uploaded, the AI analyses them and presents the detected positions for your review. You can add or correct any details before the portfolio is saved. The entire process is secure and encrypted.

  1. Upload your file (PDF, screenshot, CSV, or Excel)
  2. The AI analyses and extracts all positions
  3. Review the detected positions and make any adjustments
  4. Save your portfolio — done
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