$$$ KPO and CZM $$$: StashAway Transactions Parser

Monday, May 18, 2020

StashAway Transactions Parser

After I wrote a script and blogged about Syfe Transactions Parser, some of you asked if I can do the same for StashAway. Technically I can but there isn't a need to do that since StashAway transactions data are formatted nicely (well, not exactly) in excel.

Firstly, filter the transaction type to "Buy" and "Sell" only. If you try to copy the information per transaction, you will notice that the panel will automatically close/collapse on you.


The trick is to open multiple panels and you will be able to copy them just fine.


Next, paste it into my excel (which you will have access to below) and select "Match Destination Formatting" (Ctrl + M).


Once you do that, everything will be automatically extracted out by the formula linked cells.


Simply head to this link, go to "File", "Download" as "Microsoft Excel".


I formatted/customized the extraction to be exactly what is required for StocksCafe import transactions function. You can change it to fit your own needs. I will not bore you with the formula and how they work. Hope this helps!

Anyway, if you are interested in signing up for StashAway, do use our referral link - KPO and CZM Referral Link. You will get $10,000 free management fees for 6 months and we will get $16!

If you are interested in the smart portfolio tracker (StocksCafe) which I am using, sign up using my link for a longer trial period :) Refer to our Referrals page for more information.

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