AI-Powered Transaction Import
Any Broker. Any Format.
Zero Manual Entry.
Upload your monthly broker statement and GoPortfolio’s AI engine reads, parses, and maps every transaction automatically — in seconds.
What You Can Upload
Every Major Format Supported.
GoPortfolio works with any broker worldwide. No special export format required — just upload what your broker gives you.
PDF Statements
The AI extracts transaction tables from any PDF layout — even free-form text statements with no structured table.
CSV Exports
Direct CSV exports from any broker. Column names and order don’t matter — the AI maps the fields automatically.
Excel Files
XLSX and XLS workbook exports. The engine reads every row and normalizes the data instantly.
The Import Flow
Three Steps. Full Control.
Upload
Drop your broker statement in PDF, CSV, or Excel format. No reformatting needed on your end.
AI Parses
The AI engine extracts every buy/sell, normalizes symbols, prices, and fees — creating a structured draft.
Review & Confirm
You see every parsed transaction before it’s saved. Edit, remove, or approve with total transparency.
You Stay in Control
Draft → Review → Confirm.
Your Data, Your Rules.
The AI works behind the scenes, but you are always the final authority. Every import goes through a Draft stage.
Spot an error? Edit any field inline. Only when you click Confirm do the transactions get committed to your history.
What the AI Extracts
Smart Filtering
The AI Knows What to Ignore.
Broker statements are full of noise. GoPortfolio’s AI filters out taxes, deposits and summaries to extract only actual trades.
Stop Entering Trades Manually.
Upload your first broker statement and let GoPortfolio do the work — your entire trade history, imported in seconds.
Create Your Account