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BoursoBank

Overview​

info

You can repeat the steps in this guide periodically to import new transactions. Stoxiio will only import the new transactions. Existing transactions will not be duplicated, even if you import the same data multiple times.

This guide will help you import your portfolio data from BoursoBank into Stoxiio by downloading a CSV file from your BoursoBank account.

Step 1: Connect to Your BoursoBank Account​

  1. Go to the BoursoBank website and log in with your credentials.

Step 2: Select Your Account​

  1. After logging in, navigate to your account overview.
  2. If you have multiple accounts, select the account you want to export data from.
note

Make sure to export data from the correct account if you have multiple accounts with BoursoBank. Each account should be imported into a separate portfolio in Stoxiio for better organization and tracking.

Step 3: Access Positions and Export Data​

  1. Navigate to the "Positions" tab in your account interface. This section will display all your current stock holdings and portfolio positions.
  2. In the Positions tab, locate and click on the "Exporter en CSV" button.

BoursoBank CSV Export

  1. This will automatically download a CSV file with the following naming pattern:
    • export-positions-comptables-dd-MM-yyyy_hh-mm-ss.csv
    • Example: export-positions-comptables-15-10-2025_14-30-25.csv
warning

Do not modify the core portfolio data (quantities, ISIN codes, purchase information) as this may cause import errors or incorrect portfolio calculations.

Step 4: Import into Stoxiio​

  1. Go to the Stoxiio website and sign in.
  2. Create a new portfolio or select an existing portfolio where you want to import your BoursoBank data.
  3. Click on the floating menu button (bottom) and select "Import stocks".
  4. Choose "BoursoBank" from the list of import options.
  5. Select the CSV (.csv) file you downloaded from BoursoBank.
  6. Click "Import" to process your portfolio data.
Important: Update Buy Dates

BoursoBank exports contain the last movement date rather than the original purchase dates. After importing, manually edit each position in Stoxiio to set the correct buy dates for accurate performance tracking and history.

Step 5: Verify Imported Data​

  1. Navigate to your portfolio in Stoxiio.
  2. Verify that the imported information matches your BoursoBank account:
    • Check the number of shares for each position
    • Confirm the stock symbols and names
    • Validate the cost basis and current valuations
    • Review the total portfolio value

Tips for Regular Updates​

  • Monthly imports: Export and import your portfolio data monthly to keep Stoxiio up to date
  • Keep records: Save each export with date stamps for future reference
  • Monitor accounts: Regularly check both BoursoBank and Stoxiio for accuracy
  • Quarterly reviews: Compare your BoursoBank holdings with your Stoxiio portfolio quarterly
note

The CSV export from BoursoBank provides a snapshot of your positions at the time of export. For the most accurate data, perform exports when markets are closed or during trading hours when you're not actively trading.

Troubleshooting​

If you encounter any issues during the import process:

  1. File format issues: Ensure the file is in .csv format and hasn't been modified
  2. Missing data: Verify that your BoursoBank account has positions to export
  3. Import errors: Check that the file structure matches BoursoBank's standard export format
  4. Duplicate imports: Stoxiio automatically handles duplicates, so you can safely re-import the same file