Supported brokers for portfolio tracking: direct connection or CSV import.
Search your broker, see whether direct connection or CSV import is available, and choose the right setup for your portfolio tracking workflow.
Direct connection labels on this page only reflect generally available production integrations. If direct connection is not available for your account, CSV import is the fallback.
We'll take you straight into the app — and to sign in first if needed.
Find your broker
Search by broker name and check the import-path label. Both or Direct connection means you can link that broker directly. CSV import means you should upload a file instead.
Directory updated April 5, 2026
1822direkt
Germany
Upload a CSV from this broker
ABN AMRO
Netherlands
Upload a CSV from this broker
Acorns
United States
Upload a CSV from this broker
ActivoBank
Portugal
Upload a CSV from this broker
Admirals
Estonia
Upload a CSV from this broker
AIB
Ireland
Upload a CSV from this broker
AJ Bell
United Kingdom
Direct connection + CSV import
Al Rajhi Capital
Saudi Arabia
Upload a CSV from this broker
Ally Invest
United States
Upload a CSV from this broker
Alpaca
United States
Connect your broker directly
Ameriprise Financial
United States
Upload a CSV from this broker
Andbank Spain
Spain
Upload a CSV from this broker
Angel One
India
Upload a CSV from this broker
ANZ Share Investing
Australia
Upload a CSV from this broker
Apex Clearing
United States
Upload a CSV from this broker
ASN Bank
Netherlands
Upload a CSV from this broker
Avanza
Sweden
Upload a CSV from this broker
Banca Generali
Italy
Upload a CSV from this broker
Banca Mediolanum
Italy
Upload a CSV from this broker
Banca Sella
Italy
Upload a CSV from this broker
Banco Best
Portugal
Upload a CSV from this broker
Banco Invest
Portugal
Upload a CSV from this broker
Banco Santander
Spain
Upload a CSV from this broker
Bank of America
United States
Upload a CSV from this broker
Bank of China Hong Kong
Hong Kong SAR China
Upload a CSV from this broker
Bank of Ireland
Ireland
Upload a CSV from this broker
Bankinter
Spain
Upload a CSV from this broker
Barclays Smart Investor
United Kingdom
Upload a CSV from this broker
BBVA Broker
Spain
Upload a CSV from this broker
Bell Direct
Australia
Upload a CSV from this broker
Bestinvest
United Kingdom
Upload a CSV from this broker
Betterment
United States
Upload a CSV from this broker
BIL Banque Internationale
Luxembourg
Upload a CSV from this broker
Binance
Global
Connect your broker directly
Binck Italia
Italy
Upload a CSV from this broker
BinckBank
Netherlands
Upload a CSV from this broker
Bitpanda
Austria
Upload a CSV from this broker
BMO InvestorLine
Canada
Upload a CSV from this broker
BNP Paribas
France
Upload a CSV from this broker
BNP Paribas Fortis
Belgium
Upload a CSV from this broker
Bolero
Belgium
Upload a CSV from this broker
Bossa
Poland
Upload a CSV from this broker
Bourse Direct
France
Upload a CSV from this broker
Boursorama
France
Upload a CSV from this broker
BTG Pactual Digital
Brazil
Upload a CSV from this broker
Bursanet
Mexico
Upload a CSV from this broker
BUX
Netherlands
Upload a CSV from this broker
Caixa Geral de Depositos
Portugal
Upload a CSV from this broker
Showing 48 of 271 brokers
Popular broker setup workflows
If your broker is supported but you still need setup help, use the broker-specific guides and then move into a consolidated review flow.
After broker compatibility, pressure-test the real cost
Broker support is only the first filter. Once you know your setup will work, the next question is whether the broker stack is actually efficient after fees, FX drag, and recurring costs.
Don't see your broker?
Start with CSV import. If your broker is missing from the directory, you can add it during import and continue with your file. That keeps you moving even when direct connection is not available yet.
Step 1
Export your file
Download the fullest transaction-history CSV your broker offers.
Step 2
Start a CSV import
Sign in, upload the CSV, and choose the broker that matches your file.
Step 3
Add the broker if needed
If your broker is not in the catalog yet, add it during import and keep going.
Frequently asked questions
Can I connect my broker directly?
Search the directory below. If your broker is labeled Both or Direct connection, you can link it directly. Direct connection labels on this page reflect generally available production support only. Beta, degraded, paper/practice, read-only, and unofficial variants are intentionally excluded from the direct label here.
What if my broker only shows CSV import?
You can still import your portfolio by uploading a CSV export from that broker. The CSV route is the broadest coverage path and works well when direct connection is not available.
What if my broker is not listed yet?
Sign in and start a CSV import anyway. If your broker is missing from the catalog, you can add it during import and continue with your file.
What should I do after I sign in?
If your broker supports direct connection, open Broker Connections. If it is CSV import only, go straight to Import and upload your file. If you are unsure, start with CSV import.
Ready to import your portfolio?
Check your broker, confirm the available import path, and get started. If direct connection is not available for your account, CSV import is the fallback. If you want to see the end state first, explore the portfolio preview before you begin.
We'll take you straight into the app — and to sign in first if needed.