Import your Unicaja portfolio
Unicaja has no open connection for apps like Celsmar, so your portfolio comes in through its statement or a screenshot. We do not have a template for its statement yet: when you upload it we ask what each column is, and a screenshot of your holdings works too.
Which file to download from Unicaja
Download the movements of your securities or fund account in Excel or CSV, or upload a screenshot of your holdings. We will ask what each column is.
How to import your Unicaja portfolio, step by step
- Download the Unicaja statementDownload the movements of your securities or fund account in Excel or CSV, or upload a screenshot of your holdings. We will ask what each column is.
- Upload it to your portfolioIn Celsmar, open Portfolio, click Import and pick Unicaja 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 Unicaja statement
Whatever you tell it: in the first step you pick which column is shares, price, date or buy/sell, and Celsmar nets buys and sells at average cost just like with a known statement.
Frequently asked questions
Can Unicaja be connected so it updates on its own?
Not yet: Unicaja 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 Unicaja formats does Celsmar accept?
The movements or holdings Excel or CSV. And always a screenshot of your holdings.
How much does importing my Unicaja 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 Unicaja statement →Celsmar has no commercial relationship with Unicaja; trademarks belong to their owners. This is information on how to import your portfolio, not financial advice.