Unrealized Profit
$0
Daily P&L
$0
Passive Income
$0
dividends + coupons
Realised P&L
$0
Allocation
Insights
Passive Income by Month
Upcoming payments this month
Add bonds or load stocks to see upcoming payments
Top gainers
Load portfolio to see movers
Top losers
Load portfolio to see movers
Add your positions
Choose how you want to import your holdings
Manually
Type each position yourself
Import CSV
From IBKR or any broker
Connect broker
Auto-sync live data
Crypto
Total value
$0
Unrealised P&L
$0
Best performer
—
Transaction history
Allocation
Bond portfolio
Total invested
UAH 0
Avg yield
0%
Annual income
UAH 0
Positions
No bonds yet
Add your first bond using the button above
Real Estate
No real estate entries yet
Click + Add entry to track your properties
Deposits
No deposits yet
Click + Add entry to track your term deposits
Other Assets
No entries yet
Click + Add entry to track any custom asset
Watchlist
Compare assets
Asset A
vs
Asset B
Performance comparison (normalised %)
Report
P&L for period
$0
Best asset
—
Worst asset
—
P&L by asset
Breakdown
| Asset | Type | P&L | % |
|---|
Financial goals
No goals set
Define a target — portfolio value, savings amount, date — and track progress
Payment calendar
Tools
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Add bond
Coupon day is auto-calculated from the maturity date.
Add crypto position
Avg buy price will be calculated as total spent ÷ quantity
Add to watchlist
Select asset A
Add financial goal
Import from CSV
Select your exchange
Drop your CSV or XLSX file here
or click to browse · .csv and .xlsx supported
Add earn deposit
Add asset class
Real Estate
Property, apartments
Precious Metals
Gold, silver, platinum
Land
Land plots, agriculture
Cash
USD, EUR, savings account
Vehicles
Cars, collectibles
Other
Any other asset
Add Real Estate
Add asset class
Choose which asset classes to track in your portfolio
New portfolio
Give it a name and choose how to sync your positions
Add positions
Enter each stock you hold. You can add more later.
Ticker
Quantity
Avg cost ($)
Purchase date
No positions added yet
Import from IBKR
How to export your report
1
Log in to IBKR Client Portal
Go to clientportal.ibkr.com and sign in.
2
Go to Performance & Reports → Statements
In the top navigation click Performance & Reports, then select Statements.
3
Select Activity Statement
Under statement type choose Activity. Set the period to Year to Date or set a custom date range using the date picker. Format must be CSV, language English.
4
Click Run, then Download
After the report generates, click the download icon. The file will be named like U1234567_20240101_20241231.csv
Drag & drop your IBKR CSV here, or click to select
.csv files only
Edit portfolio
Add to portfolio
Portfolio:
Record a purchase
Add stocks you've bought — manually enter ticker, quantity and price
Record a sale
Mark shares as sold — reduces your position automatically
Upload updated IBKR report
Import a new Activity Statement CSV — replaces current positions
Record a sale
Enter how many shares you sold and at what price
Position
Shares sold
Sale price ($)
Connect your broker
Your positions sync automatically — no manual updates needed
IB
Interactive Brokers
Stocks, Options, Futures
Robinhood
Stocks, ETFs, Crypto
CS
Charles Schwab
Stocks, ETFs, Mutual funds
FD
Fidelity
Stocks, ETFs, 401(k)
eT
eToro
Stocks, Crypto, CFDs
More coming
TD, Webull, Degiro…
🔒 Read-only access. Watchfolio connects via OAuth — we can see your positions but never trade or withdraw. You can disconnect at any time.