Every brokerage lets you download your own data. Almost none of them make it obvious where the button is. These guides show you exactly where to click, what to ask for, and what FolioBright does with the file once you have it.
Fidelity
A year of history per download and five years in all, with option contracts pulled out of the description column.
Read the guide →Charles Schwab
A single long-range export from the History tab, one account at a time.
Read the guide →Vanguard
Fund reinvestments to four decimal places, and IRAs kept separate from taxable.
Read the guide →Robinhood
Generate an activity report covering stocks, options, crypto and the IRA match.
Read the guide →E*TRADE
The transactions view, custom date ranges, and the post-merger XLSX export.
Read the guide →Interactive Brokers
Set up a Flex Query once, or take the simpler activity statement.
Read the guide →J.P. Morgan Self-Directed
Inside your Chase login, under Investments, one year per download.
Read the guide →Merrill Edge
Behind a tool called Download Account Data — Activity, not Holdings.
Read the guide →Moomoo
Desktop app only; the phone app will not produce a CSV, however long you look.
Read the guide →Any other brokerage
Six columns anything can be rearranged into, with a template to download.
Read the guide →Export the history, not just the holdings
The single most common mistake is downloading a positions file and stopping there. A positions file says you own 140 shares of something today. It cannot tell you what you paid, when you bought, what you reinvested, or what the position has actually returned — and no amount of cleverness downstream can recover that. The transaction history can, which is why every guide here leads with it.
It is usually a tedious fifteen minutes: several date windows, several files. You do it once. After that you are topping up with a short export whenever you feel like it, and FolioBright recognises anything it has already seen rather than double-counting it.
Every brokerage FolioBright imports
These are the brokerages the app knows by name, grouped the way it groups them. The ones linked here have a written guide; the rest import the same way — the importer reads the header row of whatever CSV you give it and matches the columns it needs.
United States
Fidelity · Charles Schwab · Vanguard · J.P. Morgan Self-Directed · Robinhood · Interactive Brokers · E*TRADE · Merrill Edge · Moomoo
United Kingdom
Hargreaves Lansdown · AJ Bell · Trading 212 · Interactive Investor · Freetrade · Vanguard UK
Europe
DEGIRO · Trade Republic · Scalable Capital · eToro · Interactive Brokers
Canada
Questrade · Wealthsimple · RBC Direct Investing · TD Direct Investing · Interactive Brokers
Australia
CommSec · SelfWealth · Stake · nabtrade
New Zealand
Sharesies · Hatch · ASB Securities · Jarden Direct
Switzerland
Swissquote · UBS · PostFinance · Interactive Brokers
Sweden
Avanza · Nordnet · SEB
Norway
Nordnet · DNB · Sbanken
Japan
SBI Securities · Rakuten Securities · Nomura · Monex
China
CITIC Securities · Huatai · Futu · Tiger Brokers
Hong Kong
HSBC · Futu · Tiger Brokers · Interactive Brokers
Singapore
DBS Vickers · Tiger Brokers · Moomoo · Interactive Brokers
India
Zerodha · Groww · Upstox · Angel One
Mexico
GBM · Actinver · Kuspit
If your brokerage is not on this list, it will very likely still work. FolioBright looks for a date, an action, a symbol, a quantity, a price and an amount under whichever of the many names your broker happens to use. When it meets a layout it has never seen, it works the rest out from the shape of each column — whether it holds dates, how many decimal places it runs to, whether it ever goes negative — and shows you what it decided so you can correct it. The mapping you confirm is then shared, so the next person with that broker’s file never sees the question at all.
And if a file still will not go in, the FolioBright standard CSV is six columns you can rearrange anything into — including a spreadsheet you have kept by hand.
Nothing here asks you to send us your file. Your transactions are yours; they belong in your browser and your own account, not in our inbox.
Nothing to connect
None of this asks for your brokerage password. There is no aggregator holding a read-only credential on your behalf, and no third party with a standing connection to your accounts. You download a file, you upload a file, and it stays in your own account.