Why CSV import beats manual entry
Trade Republic shows balances in the app, but the transaction CSV is the fastest way to get every trade, dividend, fee, and tax line into a dedicated portfolio tool — without sharing your brokerage password. Calavis is built around the official Trade Republic export format.
Import workflow in Calavis
- Export your transaction history from Trade Republic as CSV (PDF also supported).
- Create a free Calavis account and open Import.
- Upload the file and review the parsed preview — fix tickers if needed.
- Confirm import; your portfolio, performance, and dividend views update immediately.
New to exports? Read how to export a broker CSV first.
What Calavis parses automatically
- Buy and sell trades, including partial fills.
- Dividend and interest payments.
- Fees, withholding tax, and currency conversions where present in the file.
- Deposits and withdrawals for accurate MWR.
After import: refine and track
You can edit prices, split positions, or add manual trades. Every change recalculates cost basis and returns. Use the portfolio tracker overview to see which metrics appear on your dashboard.