Getting started
Create your account and see your first consolidated portfolio in five minutes.
Documentation
Guides for connecting accounts, importing CSVs, and reading your portfolio.
BROWSE THE GUIDES
Start where you are
Connecting Binance
Create read-only API keys and keep them healthy.
CSV imports
Export from your platform, review the AI mapping, fix warnings.
Your portfolio
Holdings, allocation, currency toggle, and what the numbers mean.
Plans & billing
Free vs Pro, upgrading, cancelling.
Privacy & data
Exporting your data, deleting your data.
ARTICLES9 available
Getting startedYour first five minutesComing soonConnecting BinanceConnect Binance with read-only API keysCSV importsImport a CSV from Bamboo, Trove, Chaka, or any platformGetting startedSupported platformsComing soonYour portfolioUnderstanding the currency toggleComing soonYour portfolioReading your allocation breakdownComing soonCSV importsFixing import warningsComing soonPlans & billingUpgrading to ProComing soonPrivacy & dataExporting and deleting your dataComing soonSTART WITH THE WHOLE PICTURE
Ready to see the whole picture?
Connect your first account free — no card required.