Import your portfolio without retyping every position
Drop your broker's CSV export: Finvygo picks up your positions and adds them to your portfolio, no line by line re-entry.
Import my portfolio for freeBroker CSV
positions.csv
Read locally on your device
Reviewed portfolio
Positions ready to add
- Rows recognized
- Duplicates flagged
- Corrections before import
You stay in control at every step: Finvygo reads, you review, then you choose what joins your portfolio.
How it works
Drop your file
Export your positions as a CSV file from your broker, then drag it into Finvygo.
Check your positions
Finvygo recognizes the columns automatically when it can. Otherwise, an assistant asks about them one by one, with a preview of your data. You fix anything that needs it before continuing.
Import
Your positions are added to the account you choose. Nothing disappears quietly: any discarded row, or one merged into an existing position, stays visible.
Many brokers recognized
Finvygo automatically recognizes the CSV exports of many brokers, and the list keeps growing without waiting for an app update. If yours is not recognized yet, the import still works.
Automatic recognition
Columns, currencies and cost basis are detected when the file follows a known format.
Column by column wizard
For an unknown file, you tell us what each column contains, with a preview of your data.
Up to date list in the app
Recognized brokers are listed in the app at import time, always up to date.
Your raw file stays on your device
Finvygo reads the CSV directly on your device. As portfolio data, only the structured positions you approve are saved. Your data rows never leave it: when the format is not recognized, only the cleaned column headings are sent.
Frequently asked questions
Is the import free?
Yes, like the rest of Finvygo. Importing has no subscription and no limit on the number of positions.
Which files can be read?
Your broker's CSV export of positions. Reading other file formats isn't available yet.
What if my broker isn't in the list?
You can still import: drop your CSV file, an assistant helps you identify each column. If your broker doesn't offer a CSV export of your positions, importing isn't possible for that account yet.
What happens if a position already exists in my portfolio?
You choose, row by row: merge it into the existing position, import it as a separate position, or ignore it.
Can I cancel an import?
Yes, as long as the created positions haven't been edited since. Positions merged into an existing one are the exception, and that's shown before you confirm.
Is the cost basis of my positions known after import?
It depends on your broker. When the file doesn't provide it, Finvygo uses the price on the day of import when available, and flags the position as needing a cost basis.
What technical information is sent during an import?
Finvygo stores technical metadata about the attempt: platform, file extension and any unreadable reason, progress and outcome, row, column and position counts by status, recognized broker or asset type, and reading settings (encoding, delimiter, number and date formats, header row, and confidence levels). For an unrecognized format, scrubbed headers, their signature, masked column shapes, and your field mappings are sent. The raw file, its rows, and quantity or amount values are never sent.
Can I import my crypto wallet automatically?
Yes, your crypto wallet can be imported automatically: just paste its public address, Finvygo detects the blockchain (Ethereum and EVM chains, Bitcoin) and imports your tokens. A public address is read-only: Finvygo can never touch your funds.
Ready to import your portfolio?
Create your account for free, then import your broker's CSV export from your dashboard.
Import my portfolio for freeOr on your phone