Import your first investment CSV into Pocket Portfolio (5-minute guide)

Tired of spreadsheets for tracking stocks/crypto/FX? In 5 minutes you can import a CSV and see clean P/L with live prices.

1) Open the app

• 👉 App: https://www.pocketportfolio.app/
• Sign in (optional). Guest mode works too.

2) Grab a sample CSV

We ship samples so you can try it safely:

• eToro.csv
• Coinbase.csv
• Generic.csv

(If your broker differs, drop a redacted sample in our Discord — we’ll add a mapping fast.)

3) Import & see P/L

• Menu → Import CSV → drop the file
• You’ll get positions, live quotes (equity/FX/crypto), and a clean breakdown
• Mock trades are also supported (kept separate from real P/L)

4) Troubleshooting

• Row-level errors? Download the error report (CSV).
• Live prices failed? Our fallbacks kick in; ping us with the symbol.

Why this exists

We’re building a community-led, no-paywall tracker that turns noise into clear, actionable insight.

Try it now → https://www.pocketportfolio.app/

Contribute → https://github.com/PocketPortfolio/Financialprofilenetwork

Join Discord → link on the website (#general)

What broker/format should we support next?