← All use cases
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Wealth · Add-on module
Portfolio import
No more checking a broker app separately from everything else.
Reads Trade Republic's transaction export and shows your holdings with exact share counts and average cost. For any other broker, a screenshot of the portfolio screen is read on your Mac. You review what was read before it is added.
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Trade Republic's transaction export
The CSV file, chosen on the Wealth page or emailed to yourself
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Holdings with shares, average cost and today's value
Buying shares counts as investing, never as spending
It waits for your OK.
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A screenshot of your broker app
The portfolio screen with each position and its value
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Each position waits for “Add”
Read on your Mac with Apple's text recognition; never uploaded
It waits for your OK.