Not all my actions were converted
Do you notice that not all your broker actions have been included in the converter? This may be because a broker’s CSV or PDF file does not contain all relevant data. This means that some actions may still need to be added manually.
We try to convert as much data as possible accurately. However, it is possible that a broker does not provide deposits, broker fees, traded exchanges (e.g., NYSE or Euronext), or ISIN numbers. If a broker does not supply this information, we unfortunately cannot convert it either.
What can you do?
In the Instructions tab of the converter, we indicate which data is missing so you can be aware and possibly supplement it yourself in Google Sheets. If you notice that certain actions are incorrectly missing from the broker file or may have been marked under “Skipped rows,” read our article When converting I got 'Skipped rows'.
The converter only works with our latest Google Sheets template v2 (March 2025). If you are using an older version of our Google Sheets template, you need to update it.