Market data

TradeView uses Finnhub for live prices, symbol search, and company fundamentals. A free key allows 60 requests a minute; TradeView queues requests so you stay within it.

  1. Create a free Finnhub account
  2. Copy the API key from your dashboard
  3. Paste it below, test it, and save
No personal key saved — using the server default if one is configured.

Your key is stored only in this browser. It is sent to this TradeView server only to request market data and is never saved there.

Your connected accounts

Make the overview automatic

0 of 2 connectors active
Not connected

Invest · Stocks ISA

Trading 212

Pull account value, live positions, cash, and instrument metadata from the Trading 212 Public API.

Waiting for first sync
Not connected

Portfolio Web API

Interactive Brokers

Read your IBKR account and positions through OAuth bearer access or a local Client Portal Gateway.

Waiting for first sync
What syncsAccount value, cash balance, open positions, cost basis, and current broker price.
What does notNo order placement or account mutations in this first read-only connector.
Local-first ruleDisconnecting removes the saved snapshot and metadata from this browser.
Active portfolio source
Combined account data

Connected broker snapshots, imported history, and manual records can contribute to dashboard totals.

Change source setting
Cash operations CSV
Missing
No cash file cached yet
Closed positions CSV
Missing
No closed-trade file cached yet
Open positions snapshot
Missing
No current-price snapshot cached yet
Statement cache
0
No statement cache detected yet
Load source files
No portfolio data loaded yet

Choose one or more CSV or Excel exports below to build your portfolio locally in this browser.

Imports Cash Operations and Closed Positions, and saves Open Positions as a current-price snapshot fallback. The account is read from the sheet or a standard XTB export filename.

Select a broker, then choose one or more CSV or Excel files.
Gmail XTB statement sync
ready
Gmail query
Not configured
Latest PDF
None yet
Password
Checking...
Ready. Uses Gmail readonly access and stores parsed statements in this browser cache.
Encrypted device sync
ready
Account
Local config required
Local change
No tracked edits
Drive update
Not checked
State
Passphrase required
Manual encrypted sync is ready after Google Drive API access and a sync passphrase are configured.
Historical account data

Review imported cash activity, closed trades, and saved broker holdings. Edits are local corrections; every correction can be undone.

0 active corrections

No imported cash activity found.

Saved broker history

Review up to 100 saved syncs per account. History starts with your saved syncs. Corrections to a past sync stay in this history view; current holdings are edited from Open Positions.

Connect a broker account to start saving sync history.