The broker file upload tool lets you quickly import your trade history from a CSV (spreadsheet) file. This saves you from manually entering trades one by one.
Steps to Upload a Broker File
Navigate to the Portfolio or Overview page and click Add Holdings.
Select Import From Broker/Account.
Choose your broker from the list.
Select CSV File Upload.
• If this option isn’t visible, CSV upload isn’t supported for that broker.
Follow the on-screen instructions for your broker, then upload your CSV file at the bottom of the page. Click Upload File.
Review your trades on the final screen.
• Make any corrections or adjustments directly in the table if needed.Once everything looks correct, click Save in the bottom-right corner.
When the upload is complete, head to the Overview page to see your updated portfolio.
Troubleshooting File Uploads
If your CSV file doesn’t upload:
• Check you’ve selected the correct broker.
• Make sure your file matches the format required by that broker.
• Confirm the first row contains the correct column headers.
• If the problem persists, try downloading a fresh CSV from your broker and re-uploading.
Common Error Messages
Error Message | What It Means | How to Fix |
“File format not recognised” | The file isn’t in CSV or Excel format. | Export as CSV from your broker and try again. |
“Missing required header” | Column names don’t match Navexa’s mapping. | Check broker instructions and re-download. |
“Invalid date format” | Dates aren’t in the expected DD/MM/YYYY format. | Open the file, reformat dates, save as CSV. |
“Unknown trade type” | The trade type (e.g. Buy/Sell) isn’t recognised. | Change values to Buy, Sell, Dividend, etc. |
“Upload failed” | General error — often a corrupted or partial file. | Download a fresh copy from your broker. |
✅ Tip: Always double-check dates, trade types and quantities before saving to avoid import errors.