Upload your investments
Upload a CSV 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
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.
Files we recognise:CommSecbetaStakebetaSelfwealthbetaCoinSpotbeta, and any other CSV file with the columns above.
Broker names are trademarks of their respective owners. Portfoli is not connected to or endorsed by any of them. Brokers can change their files at any time, so check the preview.