Bossa - Import

Step 1

Bossa Login

Visit the Bossa.pl investor portal and log in to your account using your credentials.

Step 2

Portfolio History

From the top menu, select the "Portfel" (Portfolio) tab, then click "Historia" (History) and choose "Historia papierów" (Securities History).

Step 3

Export Settings

Set the following parameters: Select "wszystkie transakcje" (all transactions), choose "wszystkich PW" (all securities), set the date range from a very early date to today for complete history, and sort by "daty" (date).

Step 4

CSV Option

Check the checkbox "Eksportuj do CSV" (Export to CSV) to ensure the file will be generated in CSV format.

Step 5

Download File

Click the "Wykonaj" (Execute) button. The system will generate a CSV file containing all your transactions. Download and save it to your computer.

Step 6

Financial History

Now repeat the previous steps (Steps 2-5) but this time select "Historia finansowa" (Financial History) instead of "Historia papierów". This is important as it contains your deposits and dividends.

Step 7

Import Files

The downloaded CSV files from Bossa can now be imported directly into FundStat. Navigate to the import section. Load "Historia papierów" into the left window and "Historia finansowa" into the right window separately.

Need Help?

If you encounter any issues during the import process or have questions about using FundStat, don't hesitate to reach out to our support team.