Sign up

Portfolio Manager is a web application — there is nothing to install. All you need is a browser and an account.

Create an account

Go to the sign-up page and enter your name and email address.

You will receive a confirmation email. Click the link in the email to activate your account.

Sign in

Once your account is active, go to the login page and enter your credentials.

Leave Keep me logged in on this device ticked and you will stay signed in for a week, whether you sign in with a password or with Google. That is what keeps you signed in when we release an update. Untick it on a shared or public computer — and sign out when you are done, which removes the saved sign-in from that browser straight away.

If you use two-factor authentication, a device you chose to stay signed in on will not ask for a code again until the week is up.

You will be taken to the main overview. Because your account is new, it will be empty — the next step is to connect your brokerage accounts so Portfolio Manager can import your data.

Next steps

Follow the Getting started guide to create your accounts, import transactions, and set up your first portfolio.

If you use Saxo Bank, Nordnet, or Bitstamp you can import data automatically — see Settings and Accounts for details. If you use another platform, you can enter your transactions manually.