The import hub is designed to look and read like product collateral for a serious investment platform: clear broker coverage, published review steps, and explicit control before portfolio state changes.
It is not a vague compatibility page. It is a working index for investors, advisors, and publishers who need to understand what is supported and how import is governed.
Coverage matrix
Operating model
Ingest broker files without assuming they are immediately portfolio-ready.
Expose parsed rows for review before any position write occurs.
Apply changes only after the user selects the import mode intentionally.
Broker guides
10 public pages
Input families
5 standardized source types
Review gate
Visible before portfolio update
Positioning
Built for investors and advisors
Broker coverage
The primary guides surface the highest-intent broker workflows first. The full index stays accessible below for breadth, but the page no longer reads like a generic card wall.
Primary guide
Use this page to import a Trade Republic export without manually rebuilding every position. The flow is parse, verify, then apply.
Primary guide
Interactive Brokers reports can be dense. This import flow extracts the core portfolio fields and keeps you in control before sync.
Primary guide
DEGIRO exports often include market-specific identifiers. Portfolio Terminal helps normalize data while keeping review mandatory.
Guide index
Use the compact index when you already know the broker. Use the primary guides when you need the full import context.
Positioning
Wealth management users do not need more excitement. They need a clear statement of how import works, what gets reviewed, and why the workflow is credible under real portfolio constraints.
Control points
Known limits
After import
Once holdings are reviewed and applied, Portfolio Terminal moves into portfolio tracking, value at risk, drawdown monitoring, and dividend tracking.
Documentation
See the clean onboarding sequence before you upload any broker export.
Method note
Review scope, review boundaries, and published failure cases before you cite coverage.
Further reading
Move from verified import data into drawdown, volatility, and portfolio review work.
Next step
