Usage Guide
How To
Use Sprolo
Quick Start
Use this flow when you want to create a portfolio from a broker CSV, review the results, and save it for later.
- 1.Open Calculator from the home page.
- 2.Choose your broker: CommSec, FP Markets, or Any Broker.
- 3.Under Save to, choose New Portfolio or an existing portfolio.
- 4.Upload CSV or paste trade data.
- 5.Click Calculate Profit / Loss.
- 6.The result is saved as a portfolio and opened automatically.
New, Replace, Or Append
The calculator supports three save patterns depending on what you are trying to do.
New PortfolioCreates a new saved portfolio from the uploaded trades.
ReplaceRecalculates an existing portfolio using only the newly provided trade set.
Append TradesAdds new trade rows into an existing portfolio, useful for dropping in the next financial year.
From any saved portfolio page, click + Add Trades to jump straight into append mode for that portfolio.
Financial Year View
The results page includes a Tax Year selector above the KPI cards.
- 01All Years shows the full portfolio result.
- 02Selecting a specific financial year filters the KPI cards, By Symbol table, and All Trades table for that tax year.
- 03The All Trades tab label shows the filtered trade count for the selected year.
- 04Current Holdings remains the current portfolio position and is not limited to one year.
Sorting And Tables
The results view has two main tables:
By Symbol
Defaults to Net P&L descending. You can also click Symbol, Gain, or Loss to sort. Symbol toggles ascending first, then descending. Gain and Loss toggle descending first, then ascending.
All Trades
Shows each trade row with date and time. When a financial year is selected, only trades from that year are shown.
Required Inputs
If you use Any Broker or paste your own generic data, make sure your fields are shaped like the app expects.
symbolTicker symbol, for example AAPL, CBA, or BTC-USD
sideTrade direction: buy or sell
quantityNumber of shares or units traded
priceExecution price per unit, as a plain number
dateTrade date. For best results use ISO format, and time is supported.
Example CSV
Use this format when working with generic trade input or paste mode:
symbol,side,quantity,price,date
AAPL,buy,10,150.25,2023-01-15 09:30
AAPL,sell,10,165.50,2023-02-20 15:45
MSFT,buy,5,280.10,2023-01-10 10:15
MSFT,sell,5,300.75,2023-03-05 14:05Broker Formats
Select the broker that matches your file so the importer can map fields correctly.
CommSecASX trades export from CommSec's portfolio CSV
FP MarketsMT4/MT5 statement exports
Any BrokerGeneric format — standard column names required
Tips
- 01You can upload multiple CSV files in one calculation; the trade sets are merged before processing.
- 02Append Trades is the right workflow when you want to add a new financial year into an existing saved portfolio.
- 03The app calculates realized P&L with FIFO matching.
- 04If a broker export already contains times, the All Trades table will show HH:MM in the Date column.
- 05Use the portfolio sidebar to reopen saved portfolios later without recalculating from scratch.
Ready to create or extend a portfolio?Open Calculator