Portfellow supports a wide range of banks and brokers. Some are integrated automatically via API, while others benefit from robust CSV/XML file upload and recognition support. The table below outlines all the banks, brokers, and other providers currently supported by Portfellow. If your bank or broker isn’t listed, don’t worry—our dynamic importer can handle most CSV files. Even if a file isn’t immediately compatible, you can make small adjustments to upload it successfully to Portfellow.
| Provider | Automatic | Upload | Comments |
|---|---|---|---|
| Interactive Broker | Yes | Yes | * Via FlexQuery report we support both automatic and upload; * Portfellow sees last 30 days, longer history can be uploaded using same report downloaded manually; |
| Lightyear | No | Yes | * Very good CSV report upload and recognition; * Lightyear does not support automatic connections yet, but we are cooperating to find a solution; |
| Pensionikeskus | No | Yes | * Very good CSV report upload and recognition; * We are looking ways for automatic connection; |
| LHV Pank | Yes | Yes | * We support both account statement and transaction statement upload; * We support direct bank connection, however LHV does not provide price and quantity info for buy and sell transactions; |
| Swedbank | Yes | Yes | * We support both account statement and transaction statement upload; * We support direct bank connection in most cases we also get price and quantity info for buy and sell transactions; |
| SEB | Yes | Partial | |
| Wise | Yes | Partial | |
| Omaraha | No | No | * Easiest approach is to add monthly consolidated entries for earned interest, paid out principal and received principal |
| Mintos | No | No | * Easiest approach is to add monthly consolidated entries for earned interest, paid out principal and received principal |
| Estateguru | No | No | * Easiest approach is to add monthly consolidated entries for earned interest, paid out principal and received principal |
| Crowdestate | No | No | * Easiest approach is to add monthly consolidated entries for earned interest, paid out principal and received principal |