Import holdings

Three ways in, in this order. We can view; we cannot trade. Every connection is read-only and can be removed in one click.

Manual entryavailable on every plan

Search a name, enter quantity and average price; an estimate is fine and can be corrected.

Company

QuantityAverage price

An estimate is fine; the cost basis can be corrected later and the timeline does not depend on it.

CSV and statement importavailable on every plan

A CSV with ticker, quantity and cost, or a broker statement: Trade Republic PDF statements and Interactive Brokers Flex Query exports are parsed first.

A CSV or a statement, dropped hereticker, quantity, cost · or a PDF statement

Trade Republic · PDF statementparsed

Interactive Brokers · Flex Query exportparsed

Any broker · CSVticker, quantity, cost

Read-only broker connection0 on Anonymous

SnapTrade for brokers, finAPI or Powens for banks under PSD2, Plaid in the United States. We can view; we cannot trade.

Interactive BrokersFlex Query token, read-onlybeyond the cap

Trade RepublicPDF statementbeyond the cap

Trading 212SnapTradebeyond the cap

PlusOne read-only connection is on Plus, unlimited on Unlimited. Manual entry and statement import are on every plan.Create a free account

Read-only broker connection1 on Plus

SnapTrade for brokers, finAPI or Powens for banks under PSD2, Plaid in the United States. We can view; we cannot trade.

Interactive BrokersFlex Query token, read-onlysynced 2 minutes ago · 6 positions

Trade RepublicPDF statementbeyond the cap

Trading 212SnapTradebeyond the cap

Sync failures are shown the moment they happen, with the step to fix them. A failed sync never hides the last good snapshot.

Read-only broker connectionunlimited on Unlimited

SnapTrade for brokers, finAPI or Powens for banks under PSD2, Plaid in the United States. We can view; we cannot trade.

Interactive BrokersFlex Query token, read-onlysynced 2 minutes ago · 6 positions

Trade RepublicPDF statementstatement 28 Aug

Trading 212SnapTradere-authorisation needed · failed 1 Sep

Sync failures are shown the moment they happen, with the step to fix them. A failed sync never hides the last good snapshot.

Back to the portfolio. Nothing entered here is ever executed anywhere; this is measurement of what you hold.

Design preview: illustrative figures throughout, invented and tied to no live run and no real company’s accounts. Analysis is not advice and nothing here is a recommendation to buy or sell any security.

Insider, fund and congressional disclosures are shown with the lag between transaction and filing, because that lag is part of what a row means. Valuations are model output under stated conventions, reproducible only from a run’s own recorded inputs, version and vintage.