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.