Free "Portfolio Analyst" from Interactive Brockers

Has any one tried the free “Portfolio Analyst” from Interactive Brokers?
Portfolio Analyst

It has an option to import CSV files for Asset transaction and Position record.
Help to Import CSV data

If anyone has explored any tools to convert the Trading212 csv to import in this format?

When you are providing an API for reading transaction/holding data, Request you to consider to directly link to free tools like this.

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you need to check that the tag you are using does in fact exist :+1: or it won’t alert anybody.


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