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  1. 01Import
  2. 02Review

Where do you invest?

Pick the app or bank that holds your investments. We’ll show you how to bring them here, step by step. It takes about a minute.

  • Review before import
  • Private by default

pick your app

Apps in the United States

no app to open?

Already copied your list? Press CtrlV anywhere on this page, or drop a file on it.

Bring your investments in

A screenshot of the app where you invest is enough. We read it, you check it.

A long list? Pick all its screenshots at once.

Where to find it? Pick your app

Pick the app where you invest, copy your investments from it and paste them here, or upload a CSV or Excel file, a PDF statement up to 40 MB or a screenshot up to 5 MB.