Has anyone successfully imported their eToro account statements and is willing to share their experience?
Im doing search:
But I cannot get assets using names from the statement “Details” column, e.g.
Has anyone successfully imported their eToro account statements and is willing to share their experience?
Im doing search:
But I cannot get assets using names from the statement “Details” column, e.g.
You have to toggle “search remote assets” - otherwise it looks only at assets within the portfolio
Both IEP and GOOGL (and probably others) are available on Nasdaq, not NYSE. You may choose multiple exchanges to search on (in the order of preference), or choose none to search everywhere.
If you want, you may also send a sample to support@mycapitally.com and I will create a preset for everyone.
It started to work when after limiting asset types to “Stocks”.
Now, I have stumbled on another problem. “Account Activity” sheet from eToro account statement keeps (formats?) a date-time value as DD/MM/YYYY HH:MM:SS, but import expects MM/DD/YYYY …
Shall I change my excel file or is it possible to handle dates in import configuration?
You can set the date format on the first step of the import preset (you can change it any time)
I appreciate your support. I’ve working eToro import and can share if anyone is interested.
Congrats! Love you made it!
If you want, you can share it in here: https://community.mycapitally.com/c/resources/14