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M1 Finance CSV Import Guide

Learn how to import your M1 Finance trading data via CSV into Pocket Portfolio for seamless portfolio tracking.

Sovereign import — parse your M1 Finance CSV in the Terminal.
On-device parsing. No uploads. Keep your ledger local.

Tired of Wrestling with CSVs?

Stop manual exports. Sync your M1 Finance data directly to Google Drive with Sovereign Sync.

About M1 Finance

Automated investing platform with fractional shares

Required CSV Columns

Your M1 Finance CSV export must include these columns:

  • Date
  • Symbol
  • Type
  • Quantity
  • Price
  • Value

Sample CSV Format

Date,Symbol,Type,Quantity,Price,Value
2024-01-01,AAPL,BUY,10,150.00,1500.00

Step-by-Step Import Guide

Step 1: Export Your Data

Log into your M1 Finance 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 M1 Finance.

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 M1 Finance 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 M1 Finance
  • Include fractional share purchases
  • Verify pie allocation details

Ready to Import Your M1 Finance Data?

Sign in to Pocket Portfolio and import your M1 Finance trading data in minutes.

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