Getting started - Portfellow

Features
Pricing
About Us
Help

Features
Pricing
About Us
Help

Maximize your Portfellow experience

betterdocs-category-icon

Getting started

6

Supported banks and brokers
Importing LHV transactions and account CSV files
Importing transactions from CSV/XML files
How to get started with Portfellow?
Setting up bank and brokerage accounts
How To Set Up Interactive Brokers’ Automatic Import?

betterdocs-category-icon

Managing investments

8

Shorting stocks / currency
Writing off an investment
Adding a fixed-term or indefinite deposit
Crowdfunding
Real Estate
Pension funds (Estonia)
Adding a split transaction
Using custom groups

betterdocs-category-icon

Errors

1

Negative balance is not allowed

betterdocs-category-icon

Account

1

Granting viewer access to a portfolio in Portfellow

View Categories

Homepage
Help
Getting started

Getting started

Supported banks and brokers
Importing LHV transactions and account CSV files
Importing transactions from CSV/XML files
How to get started with Portfellow?
Setting up bank and brokerage accounts
How To Set Up Interactive Brokers’ Automatic Import?

Portfellow was created by investors for fellow investors.
Any suggestions? Send them our way!

Watch the Portfellow onboarding video here.

Quick Links

Sign up
Sign in
Pricing
Gift card

Explore

Features
Help
Blog

© 2024 Portfellow Technology OÜ

Contact
Privacy
Terms
Security