Upload your investments
Upload the CSV or Excel file from your broker, or fill in our template. We read the columns, show you what we found, and save nothing until you say so.
1Upload→2Check→3Import
Trading from now on? Forward your broker's contract notes to your portfolio with email import.
What the file needs
A header row, then one row per trade with date, ticker, buy or sell, units and price per unit. Brokerage, currency, exchange and a note are optional. Column names are matched automatically and you can correct any of them before importing.
Check the preview before importing: the layout of a file can change from one download to the next.