Import your Directa portfolio into PortFolk
Import your Directa trades into PortFolk with the CSV export of the movements: purchases, sales, dividends and coupons, with the fees of the same order.
The file you need
The CSV export of the movements, with the columns Data operazione, Tipo operazione and ISIN.
How to export the file from Directa
- 1In Directa's private area open the list of movements and pick the period.
- 2Export it as CSV and upload it unchanged.
How to import it into PortFolk
- 1Export the file from Directa, as described above.
- 2In PortFolk open Assets → Transactions and press Import.
- 3Pick Directa as the broker, upload the file and generate the preview.
- 4Check the preview: each row's ticker and currency, since the same ISIN can be listed on several exchanges, and the rows skipped with their reason. You can leave out rows you do not want.
- 5Confirm: the trades enter the portfolio and prices update.
What is imported
- Purchases and sales, and bond redemptions as sales.
- Dividends and coupons.
- Fees, added to the trade with the same order reference.
What is skipped, with the reason
- Taxes, withholdings and stamp duty.
- Other movements, with the reason in the preview.
What you see after the import
- The portfolio's value in euros, also with securities in other currencies.
- What the portfolio actually returns: money-weighted (XIRR) and time-weighted, against a benchmark.
- Dividends and coupons received and those to come, in a calendar.
- Allocation by class, instrument, sector and region, and the gap to your targets.
- An estimate of capital gains and losses, stamp duty and IVAFE year by year in the Italian tax report (Premium plan).
Frequently asked questions
What if a row has no price?
When the price column is missing, PortFolk derives the price from the amount divided by the quantity. You can correct it in the preview before confirming.
Do I have to link my Directa account or give my credentials?
No. PortFolk does not connect to the broker: you upload a file you exported from Directa, and you can check every row before confirming.
Can I import another broker too?
Yes: import each broker's file and the trades add up in the same portfolio.
How many trades can I import on the free plan?
The Free plan goes up to 10 instruments and 120 transactions in total; Premium has no limits. Before you confirm, the preview tells you how many rows fit the limit.
What if the file is not read?
Check that you exported the file described above without changing it. Otherwise you can copy the trades into PortFolk's CSV or Excel template and import that.
Try PortFolk before importing Directa
The demo shows a portfolio already filled in, with dashboard, return, dividends and allocation: you see right away what you will get from your data. When you are ready, you create the account and import the file.
The demo is a sample portfolio, already filled in: it opens without signing up. The Free plan asks for no card.