Connections
Live sync where it exists
DeGiro, Trading 212, Bitvavo, IBKR, and Saxo can feed transactions into the app directly.
Connections
Connect live brokers or fall back to CSV and Excel imports
Voortly is built around the practical reality that investors use different brokers and not every platform exposes a clean API. The app supports direct connections where possible, then keeps robust CSV and Excel imports as a first-class path instead of forcing users into manual spreadsheets.
broker sync portfolio trackerdegiro portfolio trackertrading 212 portfolio trackercsv portfolio import
Import preview
Review imports before they touch the portfolio
The importer shows new rows, duplicate rows, skipped rows, and when a second broker file would improve accuracy.
Preview rows
48
Account.csv + Transactions.csv merged
New rows
41
Ready to import
Skipped rows
7
2 duplicates, 5 manual fixes
DEGIRO two-file merge
AutoFX costs, fees, taxes, and cash stay attached to the imported rows.
Recommended
Fix manually
Repair missing symbol, quantity, or price before importing the rest.
5 rows
Broker metadata
Withholding tax, TOB, fees, and source hints stay on the transaction.
Retained
Live syncCSV importExcel fallbackDuplicate detection
This mirrors the actual import preview, skipped-row repair flow, and broker-specific merge prompts in the app.
Highlights
The feature page stays focused on what this workflow changes in the product.
This is the capability-specific layer: enough detail to understand the workflow, without turning the page into another dense marketing wall.
Connections
CSV and Excel fallback
Bolero, Revolut, eToro, and generic broker exports still work when direct APIs do not.
Connections
Import controls
Preview rows, detect duplicates, and keep raw broker metadata attached to imported transactions.
What you get
Direct sync for DeGiro, Trading 212, Bitvavo, IBKR, and Saxo
CSV and Excel import support for Bolero, Revolut, eToro, and generic broker files
Import previews, duplicate detection, and broker-specific parsing
Dividend withholding, fees, and tax-relevant broker fields retained where available
Why it matters
Investors rarely search for a generic "portfolio tracker" only once. They search for goal tracking, dividend income, broker sync, and app-like mobile access as separate needs. These feature pages explain how each workflow stays inside one tracker instead of breaking into another tool.
FAQ
The short answers for the search intent that brought the visitor here.
The feature guide keeps the capability angle tight while the homepage and feature index cover the broader product story.
What if my broker is not on the direct-sync list?
Open
Use the CSV or Excel import flow. It is a supported long-term workflow, not a degraded fallback.
Does Voortly store my broker password?
Open
No. Passwords are not stored. Supported connections use encrypted session or API credentials instead.
Use it live
Try the workflow in the product, then start with your own data.
The public feature pages explain the angle. The live demo and free sign-up show the actual product in motion.