Bring your investments in.
Pick the app where you invest. You’ll see where to click there, then drop a screenshot or a file here. About a minute, and never your broker password.
> what you can bring
Five ways in, from the quickest to the most complete.
A screenshot
Works with any app, on your phone or your computer. The easiest way when your app shows a list.
A copied table
Select the positions table on your broker's website, copy it, paste it.
A CSV or Excel file
The positions export from your broker, or the spreadsheet you already keep.
A PDF statement
Your broker's statement as a PDF, up to 3 MB. A scanned one works too.
Your transaction history
Every purchase, sale and dividend with its date: the only way to get your curve and your yearly return. Read for 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.
> step-by-step guides
The exact clicks, app by app.
> before you start
What people ask first.
Do I need to give my broker or bank password?
No. Portfolio Terminal never asks for broker logins or bank credentials. You bring a screenshot, a copied table or a file you exported yourself. Interactive Brokers can also be read with a read-only Flex token, used for that one request and never stored.
My app isn't in the list. Can I still import?
Yes. Pick "Another bank or app", open the page that lists your investments (it is usually called Portfolio, Positions or Holdings), then take a screenshot or copy the table and drop it in. A CSV or Excel export, or a PDF statement, works too.
Why is my performance curve empty?
A positions screen shows what you own today, not when you bought it. Without purchase dates there is no curve and no yearly return. Add your broker's transaction history, a CSV with every purchase, sale and dividend, or type the dates in the review step before you confirm.
Is my portfolio private, and can I delete it?
Your portfolio is never sold, never used for ads and never shared unless you create a share link yourself. With an account, the View menu of your portfolio has "Download all my data" and "Delete my account". Without one, a random guest ID in a cookie keeps your portfolio attached to this browser.