Westara

Can I import again without creating duplicate rows?

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In short

Yes. Westara recognises rows that are already in Activity and skips them when you import again.

How Westara spots duplicates

  • If the file includes an order number, Westara uses it. That's the safest key.
  • Without an order number, Westara compares date, account, security, type, quantity and price.
  • The same check applies when you import a Westara template.

What to watch out for

If the same broker row appears once under a WKN (a German six-character securities code) and once under a different ticker (for example from two exports of different depots), it looks like two sells. Keep one chain and remove the twin.

Tip: export the full depot history, not just the last year, if you want open quantity and cost basis to match your bank.

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