Add Your Existing Portfolio in No Time
Product Updates

Add Your Existing Portfolio in No Time

Dr. Simon Lichte

Dr. Simon Lichte

Published on

Entering every single transaction of an existing portfolio into Investiqal by hand can be tedious. We would rather take that work off your hands, which is why we have already built support for a number of relevant brokers into Investiqal.

Pick Your Broker, Upload the File, Done

Most brokers let you export your transaction history as a file. Usually that means a format called CSV, but other formats are possible too. We have already integrated the formats of several relevant brokers into Investiqal. That means you can simply upload the file you received from your broker, and Investiqal recognizes all of your transactions as if by magic and creates them in your portfolio automatically.

We're Happy to Expand Our Broker Coverage

Investiqal is already a capable tool, but it has only been on the market for a short while. So we have not reached full broker coverage yet. Our goal, though, is to make working with Investiqal as easy as it can possibly be. Hence our offer to you: if your broker isn't supported yet, you can still upload your file. Just click Broker not listed and tell us the name of your broker.

We promise that as soon as we receive your file, we will check right away whether your broker can be integrated, and if it can, we will integrate it within a few days. That doesn't just make Investiqal easier for you to use, it is also a valuable contribution for everyone else using the same broker, who will then be able to add their portfolio to Investiqal just as easily.

Thank You in Advance for Your Help

We want to make investing easier to understand for everyone. That is why we work on Investiqal with passion every day, and why we want to thank you for your support in advance. Let's walk this path together and get more people excited about investing sustainably in the stock market.

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