Importing broker’s report
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Snowball Team
Importing transactions from a CSV file
If your broker is currently not supported, you can create
Getting the Interactive Broker’s report
To download the Interactive Brokers report, you need to go
Importing the category structure
* CSV Template
* Example
The file contains the following columns:
* Parent
Portfolio rebalancing: how to balance your portfolio?
💡Portfolio rebalancing is a tool, based on your categories and