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IG CSV Import Guide

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

About IG

UK-based spread betting and CFD broker

Required CSV Columns

Your IG CSV export must include these columns:

  • Date
  • Instrument
  • Type
  • Quantity
  • Price
  • Total

Sample CSV Format

Date,Instrument,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 IG 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 IG.

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 IG 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 IG
  • Include spread betting and CFD trades
  • Verify margin and leverage details

Ready to Import Your IG Data?

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

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