Import
Import your portfolio
Start with a portfolio you can verify
Give the CornerScope AI Agent records from your broker. It prepares a preview and marks rows it is unsure about. You confirm the preview before anything enters your portfolio.
Native parsers keep the bookkeeping from supported broker files. Read-only connections are available for Trading 212 and eToro.
The file types and available paths differ by broker. This matrix shows the coverage in the current product.
Any broker, through the CornerScope AI Agent
Upload records from your broker. The CornerScope AI Agent marks uncertain rows and prepares a preview for you to confirm.
| Path | File types accepted | Size limit | Review before entry |
|---|---|---|---|
| Transactions | CSV, PDF, XLSX | 2 MB | Confirmation required |
| Holdings | CSV, PDF | 3 MB | Confirmation required |
| Screenshots | HEIC, JPEG, JPG, PNG, WEBP | 3 MB; Up to 5 screenshots per upload | Confirmation required |
Native parsers
A native parser reads a supported broker's file directly and keeps its bookkeeping. The CornerScope AI Agent is not used for this path.
| Broker or path | File types accepted | Adjustment | Buy | Cash in | Cash out | Dividend | Fee | Interest | Sell | Transfer in | Transfer out | Cash movements tracked | Holdings snapshot | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEGIRO | CSV | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Tracked | CSV, PDF | Supported |
| eToro | XLSX | No | Yes | Yes | Yes | Yes | No | No | Yes | No | No | Tracked | No holdings snapshot parser | Supported |
| flatex | CSV | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | Tracked | CSV | Supported |
| mystocks | CSV | No | Yes | No | No | Yes | No | No | Yes | No | No | Not tracked from this path | No holdings snapshot parser | Supported |
| Standard CSV | CSV | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Not tracked from this path | CSV | Supported |
| Trading 212 | CSV | No | Yes | Yes | Yes | Yes | No | Yes | Yes | No | No | Tracked | Supported | |
| Trade Republic | No file format accepted yet | No | No | No | No | No | No | No | No | No | No | Not tracked from this path | No holdings snapshot parser | No native parser yet |
flatex has a native parser. Trade Republic does not have one yet, so its exports and screenshots use the CornerScope AI Agent.
You can use Standard CSV when a broker does not have its own parser. It uses one column layout and accepts the activity types shown above.
Read-only live connections
Live connections read your broker account. They are read only, and CornerScope cannot place or transmit orders through them.
| Broker | Data read | Limitation |
|---|---|---|
| Trading 212 | Account details, Account summary, Deposits, Dividends, Orders, Portfolio | Read only |
| eToro | Positions | Read only. Reconstructed from current positions only. It does not carry historical transactions. |
Import preview
Import preview
Six rows are ready to import. None has been added to the portfolio.