Broker import

Import your trades from a broker file — no broker login

Pulsarium reads the transaction exports of Fidelity, Charles Schwab, Vanguard, Robinhood, E*TRADE, Merrill Edge, Webull, M1 Finance, Firstrade and Interactive Brokers in the US, Freetrade, Trading 212, Revolut, DEGIRO, Saxo and XTB in the UK and Europe, and Zerodha in India — and CSV or TSV files from other brokers once you match their columns. Every row is reviewed with you before anything is saved.

Free during the public beta · No broker login needed · Two-factor sign-in

US brokers

UK and European brokers

India

How the import works

  1. Upload the fileIn the cabinet open Account → Export / Import CSV → Import from a broker and choose the file. CSV and TSV work; save an Excel file as CSV first.
  2. Check the columnsPick the target portfolio. Pulsarium suggests the broker from the file name and pre-selects the date, operation, instrument, quantity, price and fee columns — check them and whether dates are day- or month-first. After a successful import the column choices for that file format are remembered on your device.
  3. Review every rowClick Review rows. Each trade is matched to a listing (the exchange is named, the most likely one is marked best match), already imported rows are skipped and possible duplicates are flagged. Nothing is saved until you confirm.

Why file import instead of a broker connection

Your login stays with you

Pulsarium never asks for broker credentials and no third-party aggregator gets access to your account.

You see every row

Duplicates, unknown instruments and cash movements are flagged for you to decide — nothing is merged silently.

Repeat uploads are safe

Upload a newer file later: rows already imported are recognised and skipped.

Questions

My broker isn't listed — can I still import?

Usually yes. Any CSV or TSV transaction file with a date, operation, instrument, quantity and price can be imported: you match the columns once and review the rows before saving.

Do I have to connect my broker account?

No. Pulsarium never asks for broker logins. You export a transaction file from your broker and upload it, or add trades by hand. Nothing reaches your broker account.

Is Pulsarium free?

Yes. The personal cabinet is free during the public beta: portfolios, dividends, watchlists, price alerts, broker import and the news feed. AI research on any company runs on credits, with one free credit a day during the beta. Paid plans are planned.