Import your Boursorama portfolio

Copy the positions table in Boursorama, drop it here, check each line, confirm. About a minute, and no Boursorama password.

Import from Boursoramaopen clients.boursobank.com
in boursoramacopy the table

  1. Open your investments in Boursorama

    On clients.boursobank.com, go to Bourse›Portefeuille.

  2. Copy the positions table

    Select the whole table and press ⌘C (CtrlC on Windows). A screenshot works too: ⌘⇧4 on a Mac.

  3. Drop it into Portfolio Terminal

    Every line shows up before anything is saved. Fix a ticker, a quantity, a price or a date, then confirm.
the walkthrough plays in the import, filmed in Boursoramawatch it
good to know
  • European decimal and date formats are supported.
  • French market tickers are normalized when needed.
  • Preview highlights rows that need manual correction.
questions2 answered

Will French number formats break parsing?

No. Decimal comma and local date formats are handled, and you can still edit values during review.

Can I keep my existing portfolio and only add Boursorama positions?

Yes. Choose additive mode to merge new rows with your current holdings.

another app?

all import guides
Saxocopy the tableN26screenshotIBKR Litecopy the table · history file

after the importPortfolio trackerValue at riskDrawdown monitoringDividend tracker

Import from Boursorama