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How do I import my investments?

After signing up for an account, you will be prompted to connect your portfolio during the onboarding. You can also add as many accounts as needed on the Net Worth page.

You can choose to upload your investment portfolio in three ways:

1) syncing your investment accounts

2) manually adding your securities

3) copy/pasting your investments using our Easy AI Portfolio Import

4) or use our Upload Statement feature. We recommend syncing your accounts to maximize use of our system and make it easy to get regular updates, but the other methods are quite easy to use as well.

For more detail, see the Managing Portfolios tutorial.

Last updated on
July 30, 2026

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