Koinly CSV Import Guide
Learn how to import your Koinly trading data via CSV into Pocket Portfolio for seamless portfolio tracking.
About Koinly
Crypto tax software and portfolio tracker
Required CSV Columns
Your Koinly CSV export must include these columns:
DateTypeSent AmountReceived AmountFee Amount
Sample CSV Format
Date,Type,Sent Amount,Sent Currency,Received Amount,Received Currency,Fee Amount 2024-01-01,Buy,1000,USD,0.02,BTC,0.001
Step-by-Step Import Guide
Step 1: Export Your Data
Log into your Koinly 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 Koinly.
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 Koinly 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 Koinly
- Include all transaction types (buy, sell, exchange)
- Verify currency columns are included
Ready to Import Your Koinly Data?
Sign in to Pocket Portfolio and import your Koinly trading data in minutes.