Import your Self Bank portfolio
Self Bank has no open connection for apps like Celsmar, so your portfolio comes in through its statement: you download it, drop it into the portfolio and Celsmar recognises it, nets buys and sells into each holding at average cost and shows you the result before importing.
Which file to download from Self Bank
The movements of your fund or securities account, filtered by date and downloaded as CSV.
How to import your Self Bank portfolio, step by step
- Download the Self Bank statementThe movements of your fund or securities account, filtered by date and downloaded as CSV.
- Upload it to your portfolioIn Celsmar, open Portfolio, click Import and pick Self Bank under «Which bank or broker is it from?». Drop the file (or a screenshot) and Celsmar reads it in your browser: the file never leaves your computer.
- Review and importYou see every holding with its shares, average price, fees and date before importing it. Fix whatever you need and untick what you do not want. When you trade again, repeat the import with a new statement.
What Celsmar reads from the Self Bank statement
The buys and sells of each security, netted into your open position at average cost, with their fees and the date of the first buy. Dividends, interest and cash movements are set aside. If a sell has no matching buy in the file, we tell you instead of subtracting it from another.
Frequently asked questions
Can Self Bank be connected so it updates on its own?
Not yet: Self Bank offers no connection Celsmar can use. That is why it is imported from the statement, which you repeat whenever you want to bring the portfolio up to date.
Which Self Bank formats does Celsmar accept?
The Excel or CSV you download from Self Bank. And always a screenshot of your holdings.
How much does importing my Self Bank portfolio cost?
Importing statements and screenshots is part of the Pro plan. On Free you can enter your holdings by hand.
What if the file is not recognised?
Celsmar shows you its columns and asks what each one is. If you pick the bank and the file does not have its format, it tells you before going on.
Other banks and brokers by statement
Your portfolio, in a minute
Download the statement, drop it into the portfolio and review what goes in.
Import your Self Bank statement →Celsmar has no commercial relationship with Self Bank; trademarks belong to their owners. This is information on how to import your portfolio, not financial advice.