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Scalable Capital CSV Import Guide

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

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

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About Scalable Capital

German robo-advisor and broker

Required CSV Columns

Your Scalable Capital CSV export must include these columns:

  • Date
  • Symbol
  • Type
  • Quantity
  • Price
  • Amount

Sample CSV Format

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

Step-by-Step Import Guide

Step 1: Export Your Data

Log into your Scalable Capital 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 Scalable Capital.

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 Scalable Capital 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 Scalable Capital
  • Include automated portfolio transactions
  • Verify German tax reporting

Ready to Import Your Scalable Capital Data?

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

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