B3 (all Brazilian brokerages)

1. Sign in to investidor.b3.com.br (B3's Investor Area) with your CPF. B3 gathers what you hold at ALL your brokerages: XP, BTG, Rico, Clear, Nu Invest, Inter and any other with custody at B3.
2. Menu Extratos → Negociação: pick the longest period it allows (data starts in November 2019; if the range is limited, download one file per year) and download it in Excel. Your stock-exchange buys and sells are there.
3. Menu Extratos → Movimentação: same period, download it in Excel. Dividends, JCP (with its income tax), FII income, desdobramentos, grupamentos, bonificações, subscrições, transfers between brokerages and Tesouro Direto are there.
4. Optional: menu Posição → download it in Excel, to compare today's positions.
5. Upload the files one at a time to this same connection. If you prefer one connection per brokerage, choose the brokerage in the list (XP, BTG, Rico…): we take only its rows. Do not use both ways at once: it would be counted twice.

If the columns are not recognised, you map them once and we remember.