Your history, in from any broker.
Drop in an export from your broker. Pulseportfolio recognises the format, shows you every transaction and only saves what you approve.
- Recognised automatically
- The platform is detected from the file. No templates to pick.
- Preview first
- See every transaction before anything is saved.
- Safe to repeat
- Import again any time. Only new transactions are added.
- Read on your device
- Files are parsed in your browser. Only the transactions are sent.
Fourteen platforms out of the box.
Exports from the brokers most people use in the UK, US and beyond, plus a generic CSV with column mapping for everything else.
- Trading 212, Lightyear, Freetrade, Hargreaves Lansdown, AJ Bell, InvestEngine and Vanguard UK
- Robinhood, Fidelity, Charles Schwab, Vanguard US and E*TRADE
- Interactive Brokers activity statements
Lands as one honest table.
Once imported, every holding shows average cost, allocation, today's move and total return, with fees, dividends and currency included.
Questions
More in the FAQ.
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More features
- Multi-portfolio trackingEvery account in one place, with net worth across all of them.
- BenchmarksCompare your portfolio and your plans with the market.
- AI insightsPlain-language insights on your portfolio and the market.
- Alerts and TelegramPrice, move and news alerts by email, Telegram or in the app.
- Watchlists and screenerFollow ideas, filter the market and open any asset.
- SharingShare returns as a card or a read-only link.
- Privacy modeHide amounts on screen for calls, commutes and screen sharing.
- Developer APIA REST API for your own scripts and dashboards.
- LabTest investing plans on past prices.
- CommunityFollow investors and share a public profile.
- ToolsCurrency converter, compound interest and a savings calculator.