OpenBrokerCSV

What is OpenBrokerCSV?

OpenBrokerCSV is an open-source CSV format specification designed to standardize how trading data is exported and imported across different brokerage platforms.

This standardization makes it easier to:

• Import trading data into Pocket Portfolio
• Switch between different brokers without data loss
• Maintain consistent portfolio tracking across platforms
• Enable third-party tools to work with standardized data

CSV Format Specification

The OpenBrokerCSV format includes the following required columns:

Date, Ticker, Type, Currency, Quantity, Price, Commission, Fees
2025-01-15, AAPL, Stock, USD, 10, 175.50, 0, 0
2025-01-14, GOOGL, Stock, USD, 5, 142.30, 0, 0
2025-01-13, MSFT, Stock, USD, 8, 378.20, 0, 0

Supported Brokers

We provide conversion tools for the following brokers: