Track Your Real Portfolio Performance in 2 Minutes
Import your transactions, skip the complexity, and get instant insights.
Works with any broker. No spreadsheets. No manual calculations.
Why Tracking Performance Is Harder Than It Should Be
You want to know how your investments are really performing. But getting that answer is frustrating.
Broker Dashboards Are Limited
Most broker apps show basic P/L but miss dividends, true returns, and cross-broker insights.
Excel Is Time-Consuming
Building and maintaining spreadsheets takes hours. Formulas break, data gets stale.
Importing Data Is Frustrating
Every broker uses different formats. Converting and cleaning data manually is tedious.
The Solution: AI-Powered Import
Use AI to convert your broker data in seconds. No manual mapping, no frustration.
Download Your Transactions
Export your transaction history from your broker (Interactive Brokers, Trading 212, Trade Republic, eToro, DEGIRO, or any other).
Use AI to Convert Your File
Paste your broker export + TrackinV CSV format into ChatGPT. The AI maps fields automatically — dates, dividends, currencies, all handled.
Upload & Get Instant Insights
Upload your CSV into TrackinV and immediately see your real portfolio performance, allocation, and dividends.
Convert Your Broker Export in Minutes
Follow this simple guide to import your portfolio from any broker.
Download the CSV Template
In TrackinV, go to Bulk Import → Upload CSV to see the expected format. You can also download a sample template.
Use AI to Convert Your Transactions
Open ChatGPT (or any AI assistant) and paste:
- Your broker's transaction export
- The TrackinV CSV format (shown below)
- Ask: "Convert my transactions to this format"
The AI will automatically:
- Map field names to TrackinV format
- Convert date formats
- Handle dividends and fees
- Ensure all values are positive
Upload and Analyse
Upload your converted CSV and instantly see:
TrackinV CSV Format
Your CSV should follow this simple structure:
Date,Action,Symbol,Shares,Price,CurrencyP,Fees,CurrencyFImportant
All values (Shares, Price, Fees) should be positive numbers. The Action field (Bought/Sold) determines the direction. Don't forget to include the currency!
Tips for Successful Import
Exchange Suffixes
For non-US stocks, include the exchange suffix:
Large Portfolios
For portfolios with many years of transactions:
- Process transactions year by year
- Combine CSV files before uploading
- Verify AI output before importing
Why Track Performance with TrackinV
Get the complete picture of your investment returns.
Speed
From broker export to full portfolio insights in minutes, not hours.
Accuracy
Real performance calculation including dividends, fees, and currency effects.
Flexibility
Works with any broker worldwide. No limitations, no restrictions.
Privacy
No broker API connections required. Your credentials stay with you.
Works with Your Broker
TrackinV works with any broker that provides transaction exports.See our DEGIRO import guide for a step-by-step example.
Frequently Asked Questions
How do I import my broker data?
Export your transaction history as CSV from your broker, use an AI tool like ChatGPT to convert it to TrackinV format, then upload it via Bulk Import. The whole process takes about 2 minutes.
Can I use ChatGPT to convert my portfolio CSV?
Yes! Paste your broker export along with the TrackinV CSV template into ChatGPT and ask it to convert your transactions. The AI handles field mapping, date formats, and currency conversion automatically.
Is it safe to use AI for transaction conversion?
Yes. Transaction data (dates, tickers, quantities) is not sensitive personal information. You're only sharing trade history, not account credentials or personal details. The AI simply reformats the data.
Do I need to connect my broker account?
No. TrackinV does not require broker API connections. You export your data yourself and upload it manually. This keeps your broker credentials completely private.
What if I have a large portfolio with years of transactions?
For large portfolios, process transactions year by year, then combine the CSV files before uploading. This makes AI conversion more reliable and easier to verify.
Start Tracking Your Real Performance Today
Stop guessing. Stop struggling with spreadsheets. Get real insights into your investment performance in just 2 minutes.
No credit card required • Works with any broker • View pricing