Import your trades from your broker
PortFolk reads the files you export from your broker: no account link, no credentials. Pick your broker to see which file you need, how to get it and what is imported.
Several brokers, one portfolio
If you invest with several brokers, import each one's file: the trades land in the same portfolio, and you see the total value, the overall return and the dividends of everything, in euros.
Your broker is not listed?
You can use PortFolk's template, in CSV or Excel: one row per trade with date, type (buy, sell or dividend), ISIN or ticker, currency, quantity, price and fees. You download it from the import window, fill it in and upload it.
Try it with the demo portfolio
The demo shows a portfolio already filled in, with dashboard, return, dividends and allocation: you see right away what you will get from your data. When you are ready, you create the account and import the file.
The demo is a sample portfolio, already filled in: it opens without signing up. The Free plan asks for no card.