Upload your broker's portfolio export to get your personalised investment analysis dashboard. Analysis runs automatically and takes about 3–5 minutes.
Supported: Fineco (Portafoglio → Esporta .xls).
More brokers coming soon.
Upload one file per broker. All banks are merged into a single portfolio.
Fineco: Portafoglio → Esporta → .xls · Both "Portafoglio sintesi" and "Lista Titoli" supported.