TrackMyShares

CSV merge tool

Combine multiple broker transaction files into a single CSV, ready for import

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Import this file into your portfolio

Upgrade to Pro and import your merged CSV directly into TrackMyShares.

  • Import transactions from CSV or XLSX
  • Unlimited holdings and portfolios
  • Transaction history and cash flow
  • Tax reports (CGT, dividend income)
  • Dividend calendar and rebalancing
  • Email transaction forwarding

How it works

Most brokers let you export your transaction history as CSV or Excel files, but they often split them by year or account. This tool lets you combine them all into one file in seconds.

1. Upload your files

Drop all your CSV or Excel files at once. Supports any number of files from the same broker.

2. Map your columns

Tell the tool which columns contain the symbol, date, type, and other fields. You only need to do this once — all files share the same format.

3. Preview the merged data

See the full dataset sorted by date with duplicates automatically removed. Check the summary and validation warnings before downloading.

4. Download your merged CSV

Get a single CSV file with standardised headers, ready to import into any portfolio tracker or spreadsheet.

Why use this tool?

100% client-side

Your files never leave your browser. Everything runs locally — no uploads to any server, no accounts required.

Works with any broker

Flexible column mapping means it works with CSV and Excel exports from CommSec, Stake, Schwab, Interactive Brokers, and any other broker.

Smart deduplication

If your files overlap (e.g. Dec 2023 appears in both the 2023 and 2024 export), duplicate transactions are automatically detected and removed.

Common use cases

Combining yearly broker exports

Many brokers only let you export one financial year at a time. If you have 5+ years of trading history, that means 5+ separate files. This tool merges them into one.

Merging transactions from multiple accounts

If you have separate exports for different accounts at the same broker (e.g. a personal and a joint account), you can combine them into a single file.

Converting Excel files to CSV

Even if you only have one file, you can use this tool to convert an Excel (.xlsx) file to a clean CSV with standardised column headers.