> quick start
Your first import
Pick the app where you invest, bring your investments in with a screenshot, a copied table, a file or a PDF statement, check each line, confirm. About a minute.
1. Pick your app
Open the import and choose the app or bank that holds your investments. The list shows the apps of your region; you can switch between Europe and the United States.
A short video then shows the exact clicks in that app. Not in the list? Choose Another bank or app: the steps are the same on any website or app. You never give your broker password.
Prefer to read first? The import guide has a page per app.
2. Bring them in
Open the page that lists your investments in your app, usually called Portfolio, Positions or Holdings, then use whichever of these is easiest.
- A screenshot. Works with any app, on a phone or a computer. On a Mac press ⌘ ⇧ 4, on Windows Win Shift S.
- A copied table. On your broker’s website, select the positions table and copy it.
- A CSV or Excel file. The positions export from your broker, or the spreadsheet you already keep.
- A PDF statement. Up to 3 MB. A scanned one works too.
3. Check and confirm
Every line is shown before anything is saved. Your portfolio stays untouched until you confirm.
- Fix a ticker that was read wrong, a quantity or a price.
- Add the purchase dates if you know them: they give you the performance curve and the yearly return.
Add your history
A positions screen shows what you own today, not when you bought it. Your broker's transaction history brings every purchase with its date, your sales and your dividends.
The import reads the history files of DEGIRO, Fidelity, Freetrade, Interactive Brokers, Revolut, Robinhood, Schwab, Trading 212, Vanguard and Webull, and any CSV with a date, a type, a ticker and a quantity. Interactive Brokers can also send it with a read-only Flex token, pasted in the import. Each app’s page in the import guide says where its export lives.