Documentation
How to import your broker data into FolioView and read every chart on the dashboard.
Welcome to the FolioView documentation. FolioView turns a statement from DeGiro, Revolut, or Interactive Brokers into a full portfolio dashboard — realized P/L, historical net worth, multi-currency returns, and broker fee comparisons.
Where to start
- Getting started → Overview — export from your broker, upload the file, and read your first dashboard in under five minutes.
- Export guides: DeGiro · Revolut · Interactive Brokers.
- Already have an export? Jump straight to the upload page in the app and we'll walk you through the import flow.
Supported brokers
| Broker | File | How |
|---|---|---|
| DeGiro | Account Statement (CSV) | Export from DeGiro WebTrader |
| Revolut | Trading account statement (CSV) | Export from the Revolut app |
| Interactive Brokers | Activity Flex statement (XML) | Auto-sync via Flex Query, or upload the XML |
Trading 212 isn't a native import yet, but its fee schedule is modelled in the broker fee comparison so you can see what you'd have paid there.
What FolioView computes
| Metric | How it's built |
|---|---|
| Realized P/L | FIFO matching across every buy/sell pair, per-currency cost basis |
| Unrealized P/L | Mark-to-market against end-of-day prices for each holding |
| Historical portfolio value | Daily snapshots reconstructed from your trade ledger and price history |
| Dividends | Categorized from your broker's cash flows; income return separated from price return |
| Broker fee comparison | The same trade ledger, re-priced under IBKR, Revolut, and Trading 212 fee schedules |
Privacy
FolioView only stores the statements you upload and the analytics derived from them. Price quotes are fetched by ticker and ISIN — no holdings or balances are sent to third parties. See the Privacy Policy for details.
Need help?
Email [email protected] — feature requests and broker-specific quirks are very welcome.
