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Hargreaves Lansdown CSV Import Guide

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

Sovereign import — parse your Hargreaves Lansdown CSV in the Terminal.
On-device parsing. No uploads. Keep your ledger local.

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About Hargreaves Lansdown

UK investment platform and stockbroker

Required CSV Columns

Your Hargreaves Lansdown 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 Hargreaves Lansdown 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 Hargreaves Lansdown.

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 Hargreaves Lansdown 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

  • Export transaction history from Hargreaves Lansdown
  • Include all transaction types
  • Verify UK tax reporting details

Ready to Import Your Hargreaves Lansdown Data?

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