Use the spreadsheet importer to upload trade data from a CSV or Excel file, let Navexa analyse it, then review and import the extracted transactions into your portfolio.
When To Use This Import
Use Upload a spreadsheet when you have investment data in a generic CSV or Excel file.
This is useful when:
Your broker or exchange is not supported by a dedicated Navexa importer.
You have trade data from another portfolio tracker.
You have a custom spreadsheet of historical trades.
You want to use one of Navexa’s spreadsheet templates.
If your broker or exchange is listed in Navexa, use the provider-specific importer or file instructions first. These are designed for that provider’s export format and usually give the cleanest result.
Start The Import
To import holdings from a spreadsheet:
Open the portfolio you want to add data to.
Select Portfolio from the left-hand menu.
Click + Add Holdings in the top-right corner.
Select Upload a spreadsheet.
Drag your file into the upload box, or click Browse Files.
Select your file.
Click Upload File.
Navexa supports .csv, .xlsx, and .xls files.
Find The Right File
If you are not sure where to download your file from, click Where to find my file?.
Navexa will open a side panel with supported brokers, exchanges, and providers. Search for your provider, then follow the instructions for downloading the correct file.
If your provider is not listed, you can still upload a spreadsheet or use a Navexa template.
Use A Template
Navexa can analyse many CSV and Excel files automatically, so you do not need to choose a holding type before uploading your file.
For the cleanest import, click Start from a template and download the template that matches what you want to import:
Stocks template — for shares, ETFs, and managed funds.
Crypto template — for Bitcoin, Ethereum, and other digital assets.
Unlisted template — for private companies, SAFEs, and other custom assets.
Templates are downloaded from inside Navexa rather than attached to this article. This keeps the latest templates in one place and helps ensure you are always using the current version.
Templates are useful when your current file has extra rows, unsupported activity types, unusual column names, or data that needs to be reshaped before importing.
Prepare Your File
Before uploading your file, check that the spreadsheet is clean and focused on the transactions you want to import.
For stock, ETF, and managed fund imports, your file should include trade details such as:
Symbol or ticker.
Exchange.
Trade date.
Trade type, such as Buy or Sell.
Quantity.
Price.
Fee or brokerage, if available.
Fee currency, if available.
Foreign exchange rate, if applicable.
Notes or descriptions, if needed.
For managed funds, use the APIR code as the ticker where applicable.
Use the date format YYYY-MM-DD where possible, such as 2026-07-03.
Avoid including:
Blank rows.
Summary rows.
Running balance rows.
Duplicate trades already recorded in Navexa.
Dividend, distribution, or DRP rows in a stock trade import unless you specifically want Navexa to review those rows.
Dividends, distributions, and Dividend Reinvestment Plans (DRPs) are usually handled separately from stock trade imports.
Analyse The File
After you upload your file, Navexa will analyse it automatically.
During this step, Navexa tries to:
Detect the broker or source.
Identify the investment type.
Find the transaction rows.
Extract fields such as symbol, exchange, date, type, quantity, price, fees, and currency.
If Navexa shows Unknown broker, it does not always mean the import has failed. It may simply mean the file was not recognised as a specific provider format.
You can still review the extracted rows before importing.
Review Extracted Trades
After the file is analysed, Navexa will show a review screen with the extracted transactions.
Before importing, check:
Symbol — the ticker or asset code is correct.
Exchange — the exchange is correct, such as ASX or NASDAQ.
Date — the transaction date is correct.
Type — the transaction type is correct.
Quantity — the number of units is correct.
Price — the unit price is correct.
FX Rate — the foreign exchange rate is correct, if applicable.
Fee — the brokerage or fee amount is correct.
Fee Currency — the fee currency is correct.
You can click into editable fields to correct details before importing.
Change The Source
If Navexa detects the wrong broker or source, click the source field near the top of the review screen.
Use the side panel to search for and select the correct provider.
Changing the source can help Navexa apply the right import logic before the transactions are saved.
Fix Import Errors
Use Only show errors to quickly find rows that need attention.
Common issues include:
Missing symbols.
Missing exchanges.
Invalid dates.
Missing quantities.
Missing prices.
Incorrect transaction types.
Unsupported activity rows.
Click into the affected row or field, make the correction, then review the remaining errors.
If the extracted data is not usable, click Abandon import. You can then upload a cleaner file or use one of Navexa’s templates.
Import The Trades
Once the review screen looks correct, click Import Trades.
Navexa will add the imported transactions to your portfolio.
When the import is complete, click View transactions. Navexa will take you to the Transactions page with an Imported trades filter applied, so you can review the transactions that were just added.
Check Recent Imports
The upload screen includes a Recent Imports section.
Use this section to check whether previous imports were:
Imported — the file was successfully imported.
Failed — the file was not imported.
Available to open and review.
If an import failed, open it and check the details before trying again.
Common Issues
Why Does It Say Unknown Broker?
Navexa may show Unknown broker when the file is not recognised as a supported broker export.
You can still continue if the AI-assisted importer has extracted the trades correctly. If the source is wrong, click the source field and select the correct broker or provider.
Why Are Rows Missing?
Rows may be skipped if they are not recognised as supported transaction rows.
For stock imports, keep the file focused on trade activity such as buys and sells.
Remove rows such as summaries, blank rows, cash movements, and unsupported activity before uploading.
Why Are Dates Wrong?
Dates can import incorrectly if the file uses an ambiguous date format.
Where possible, use YYYY-MM-DD, such as 2026-07-03. This reduces the risk of the day and month being read the wrong way around.
Why Are There Errors?
Errors usually mean Navexa needs more information before a row can be imported.
Use Only show errors, then check the missing or highlighted fields. The most common fixes are adding a missing exchange, correcting a date, selecting the right transaction type, or removing an unsupported row.
What If Trades Were Imported Incorrectly?
If the trades have already been imported, go to Transactions and review the recently imported trades.
You can use filters, search, or Find Duplicates to help identify imported rows that may need to be edited or removed.