Please update Portfolio Performance to include Investia Financial Services as a source for Importing “PDF Bank Documents”.
Please note I was unable to anonymize my broker’s email → minor bug
Investia - TFSA Transactions.pdf.txt (75.3 KB)
What are we looking here, this is a hell of debug?!
Do you have single transaction statements? This looks like an account summary statement.
My apologies …. This was my entire transaction history I was able to download and try to import into PP initially.
Attached is a 2026 year-to-date text transaction log for Investia using the “Debug: Create text from PDF” function in PP.
Does that make more sense?
Unfortunately not really as most of thosr transactions belong to cash account activities.
How about Buy/Sell/Dividends aso.
We need intel like ISIN/Fee/Tax/Amount aso.
Quick Question: What does aso stand for?
Also, these are primarily mutual fund transactions that I’d like to track along a qtrade stock account. Will PP track mutual funds?
Aso —> and so on.
The search in the top right corner works, why not making use of it?
Fair point. I’ll do a bit more reading…. then back to you. thx