How to export your Avenue statement

Avenue is a US broker popular among Brazilian investors trading US equities, ETFs, and REITs. CaixaUnica imports its CSV — USD native, auto-converted to BRL using the day's FX.

Where to generate the file (web only)

The download only exists on Avenue's web version — the mobile app has no export option. On a computer:

Open your Avenue account in a browser.
Go to Investimentos → Conta de investimentos (Investments → Investment account).
In the Histórico (History) section, use the Período / Tipo / Categoria filters to pick the range (the full year, or since inception, is recommended). Download several ranges if you need more history.
Click Baixar (Download, top-right of the History) and save the CSV.

Import in CaixaUnica

Open Upload in the sidebar.
Drop the CSV — the avenue importer is detected automatically.
Select the wallet account that represents this Avenue position (create one in the dropdown if missing).
Click Run.

On mobile? Connect via Open Finance

Since the download is web-only, mobile users have a simpler path: connect Avenue via Open Finance, with no file to download or upload. The connection is read-only (it never moves money) and runs through a regulated aggregator — CaixaUnica never sees or asks for your password. Disconnect anytime. Open Connect bank, search for Avenue, and follow the steps.

Supported formats

Old: Data, Hora, Liquidação, Descrição, Valor, Saldo.
New: Data transação, Data liquidação, Descrição, Valor, Saldo.

The Description field is parsed for buy/sell, ticker, quantity, and unit price. Lines that don't match are imported as generic account movements (interest, FX, fees) without affecting holdings.

Gotchas

Datetime in the date column — auto-trimmed.
Decimal comma in PT-Portuguese CSV — handled.
Re-importing the same file is safe; deduplication is automatic (file hash + row index), so identical rows are skipped on the second pass.

Open in the app