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Freetrade CSV Import Guide

Learn how to import your Freetrade trading data via CSV into Pocket Portfolio for seamless portfolio tracking.

About Freetrade

Commission-free UK trading platform

Required CSV Columns

Your Freetrade CSV export must include these columns:

  • Date
  • Stock
  • Type
  • Quantity
  • Price
  • Total

Sample CSV Format

Date,Stock,Type,Quantity,Price,Total
2024-01-01,AAPL,BUY,10,150.00,1500.00

Step-by-Step Import Guide

Step 1: Export Your Data

Log into your Freetrade account and navigate to the export or account statement section. Download your trading history or account statement as a CSV file.

Step 2: Verify Required Columns

Ensure your CSV contains the required columns listed above. If any columns are missing or named differently, you may need to rename them or export a different report from Freetrade.

Step 3: Sign In to Pocket Portfolio

Sign in to Pocket Portfolio using your Google account to access the CSV import feature. No registration required - just click "Sign in with Google".

Step 4: Upload Your CSV

Navigate to the dashboard and use the "Import CSV" feature to upload your exported data. Pocket Portfolio will automatically detect the Freetrade format and map the columns.

Step 5: Verify Import

Review your imported trades and positions to ensure everything looks correct. You can edit or delete individual trades if needed.

Tips & Troubleshooting

  • Download account statement from Freetrade
  • Include all trade types (buy, sell, dividend)
  • Check that dates are in correct format

Ready to Import Your Freetrade Data?

Sign in to Pocket Portfolio and import your Freetrade trading data in minutes.

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