Pocket Portfolio
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Import CSV

Drag & drop any broker CSV. Auto-detection for 20+ brokers; Smart Mapping for everything else.

.CSV / .XLSX

Broker Sync

⚠️ Due to high volume, US connections are currently waitlisted.

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Get started in 3 steps

1Export. Download your transaction history (.csv) from your broker.e.g. IBKR, Fidelity, Robinhood, Degiro
2Drop. Drag and drop the file below. Your data never leaves your browser.
Drop your CSV here or click to browse
3Analyze. Our local engine normalizes the data instantly.

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