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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?

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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

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Errors

1

Negative balance is not allowed

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Account

2

Permissions and Access Management
Granting viewer access to a portfolio in Portfellow

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Managing investments

Managing investments

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
Errors
- Negative balance is not allowed

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