Welcome back, Jeno
Net worth
£0
——
Stocks & crypto
£0
Money put in
£0
—
Gain / loss
£0
all time
Holdings
0
across all categories
Cash
£0
—
Ledger · Daily briefing
Your day in markets
NEEDS YOUR ATTENTION
Growth, not deposits
Performance
£0
Gain / loss over the selected period
Total value Money put in Gain Loss
Where it sits
Allocation
—
Portfolio allocation by category.
Winners & laggards
Gain / loss
By category
Holdings
Latest moves
Recent activity
Import a statement
Add transactions from a broker or bank export (CSV or plain text).
1 Add a file or paste text
2 Check the rows
3 Add to portfolio
Drop files here or click to browse
CSV or TXT exports from Trading 212, Freetrade, Coinbase, your bank and others. You can add several files at once.
or paste raw text
Status

No statement loaded yet.
Drop a file or paste text to begin.

Not sure? Try a sample first
Import History
Accounts
Where your money is. Type in balances, or connect a broker so they update automatically.
Balances you enter yourself
For pensions, savings, property or anything without an API. Changes save automatically.
Phone, tablet or another computer
Transfer to another device
Moves your connections, pensions, balances, holdings, history and settings in one locked file, so there's nothing to retype.
On this device: save
On the new device: import
How do I get it onto my iPhone?
  1. On your Mac, choose a transfer password and click Save transfer file.
  2. AirDrop the file to your iPhone and choose Save to Files.
  3. Open Ledger from your iPhone home screen (not Safari), unlock it, go to Accounts → Transfer to another device, tap Choose File → Browse, pick the file, enter the password and tap Import.
  4. Don't tap the file itself in the Files app: iPhone can't preview it and shows a blank screen. That's normal.
The file is encrypted with AES-256 using your transfer password. It holds your API keys, so delete it from Downloads and Files once you've imported it. Your unlock password is not included.
Fund prices
Keeps auto-updating pensions current. Its own Worker, with no broker keys.
Not set up
Connection details
Worker URL
Prices secret
How do I set this up?
  1. Copy the Fund prices Worker code.
  2. In Cloudflare go to Workers & Pages → Create → Create Worker, name it e.g. fund-prices, and click Deploy. Then click Edit code, replace everything with the copied code, and click Deploy.
  3. In the Worker's Settings → Variables and Secrets, add a Secret called PROXY_SECRET. Use a new random string, not the one from your Trading 212 Worker. Paste the same string into Prices secret above.
  4. Paste the Worker's .workers.dev address into Worker URL (nothing added on the end) and click Test.
This Worker can only look up public fund prices. It never sees your broker keys.
Used by pensions set to Auto-update
Connected brokers
Trading 212
Stocks ISA & Invest account
Not set up
Connection details
API key
API secret
Proxy URL
Proxy secret (recommended)
How do I set this up?
  1. In the Trading 212 app go to Settings → API (Beta) and create a key with read-only permissions. Paste the key and secret above.
  2. Brokers block requests that come straight from a web page, so you need a small free "proxy". Copy the worker code, then in Cloudflare go to Workers → Create → paste → Deploy.
  3. In the Worker's Settings → Variables, add an encrypted variable called PROXY_SECRET set to a long random string. Paste the same string into Proxy secret above.
  4. Paste your worker URL, ending in /t212, into Proxy URL and press Sync now.
Your keys are saved only in this browser on this computer. Cloudflare guide →
Never synced
Kraken
Crypto balances
Not set up
Connection details
API key
Private key
Proxy URL
Proxy secret (recommended)
How do I set this up?
  1. On Kraken go to Settings → API → Create key. Turn on only Query Funds and Query Closed Orders & Trades. It needs no trading or withdrawal access. Paste the key and private key above.
  2. Copy the worker code and deploy it as a Cloudflare Worker, the same way as for Trading 212.
  3. Add a PROXY_SECRET variable on the Worker and paste the same value into Proxy secret.
  4. Paste your worker URL, ending in /kraken, into Proxy URL and press Sync now.
Your keys are saved only in this browser on this computer.
Never synced