Portfolio tracker
Import all transactions via OCR, CSV, or broker APIs.
OCR import
Images + PDFs
Upload broker statements, trade confirmations, or screenshots. We extract date, ticker, price, quantity, and fees.
- Auto-detects buys, sells, splits, and dividends.
- Review and fix before final import.
CSV import
Template
Drop in a CSV from your broker or export from another tracker. Map columns once and reuse.
- Supports trades, fees, cash movements, and dividends.
- Duplicate detection to avoid double counting.
Broker APIs
Read-only
Connect your brokerage accounts to sync transactions automatically and keep positions up to date.
DeGiro
eToro
Trading 212
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Trading 212disconnected
Latest transactions
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Recent imports
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Import workflow
Step 1
Choose a source
OCR, CSV, or API sync.
Step 2
Verify trades
Review parsed data and fix any rows.
Step 3
Import and reconcile
We merge duplicates and update holdings.
Tip: keep one source of truth per broker to avoid overlaps.
Data captured
- Trade date, side, quantity, price, fees.
- Ticker, ISIN, currency, and exchange.
- Cash movements, dividends, and splits.
- Holdings and cost basis updates.