- 01Import
- 02Review
Where do you invest?
Pick the app or bank that holds your investments. We’ll show you how to bring them here, step by step. It takes about a minute.
- Review before import
- Private by default
pick your app
Apps in the United States
no app to open?
Already copied your list? Press CtrlV anywhere on this page, or drop a file on it.
Pick the app where you invest, copy your investments from it and paste them here, or upload a CSV or Excel file, a PDF statement up to 3 MB or a screenshot up to 5 MB.