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Uploading brokerage portfolios

KB
Kaushik Banerjee06 мая 24 г. | Posted in general

Hi Guys,

Is there a way to upload or view and analyse broker portfolios in Portfolio Lab ? It would be a very useful feature.

Thanks

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K
Kurt13 мая 24 г.
I use a csv file export from the broker.
DS
Dmitry Shevchenko13 мая 24 г.
Yeah, I think using the import functionality is currently the easiest option. We periodically evaluate different third-party services that allow connecting brokerage accounts directly, but we haven't found one that works reliably enough to use in production.

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