✨ Add support for Swissquote CSV export

[GeiserX]

Context

Swissquote is a Swiss online bank and broker (regulated by FINMA) popular among European investors with larger portfolios. It does not report to AEAT — users must declare their gains/dividends manually.

Download guide already added to the app (v0.7.0).

Export format

Swissquote exports a CSV from Trading → Transaction History → Export with columns like:

Date;Order #;Transaction;Symbol;ISIN;Quantity;Unit Price;Costs;Accrued Interest;Net Amount;Balance;Currency
15.01.2024;123456;Buy;AAPL;US0378331005;10;185.50;9.90;;-1864.90;5000.00;USD
20.06.2024;123457;Sell;AAPL;US0378331005;10;210.30;9.90;;2093.10;7093.10;USD
10.03.2024;;Dividend;AAPL;US0378331005;;;0.00;;2.40;7095.50;USD
10.03.2024;;Tax;AAPL;US0378331005;;;0.00;;-0.36;7095.14;USD

Key fields

• Transaction: Buy, Sell, Dividend, Tax, Forex, etc.
• Symbol + ISIN: Standard identifiers
• Quantity, Unit Price: Trade details
• Costs: Commission/fees
• Net Amount: Total amount debited/credited
• Currency: Account currency for the transaction

Notes

• Swissquote uses semicolon as CSV delimiter (European format)
• Date format: DD.MM.YYYY
• Multi-currency accounts: each currency has its own statement
• Fees are relatively high (9.90+ CHF per trade)
• Forex transactions appear separately

Implementation notes

• CSV delimiter: semicolon (;)
• Date format: DD.MM.YYYY
• Auto-detect: look for Date;Order #;Transaction;Symbol;ISIN;Quantity;Unit Price header
• Handle multi-currency by merging different currency exports

Testing needed

If you use Swissquote, please share an anonymized CSV (or confirm the column format) so we can validate the parser.

References

• Swissquote is regulated by FINMA (Swiss Financial Market Supervisory Authority)
• Does NOT report to Spanish AEAT
• Export path: eBanking → Trading → Transaction History → Export CSV

[github-actions]

This issue has been automatically marked as stale because it has not had recent activity. It will be closed in 14 days if no further activity occurs.