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Getting started

Portfolio

Your investments in one place, and the questions they answer: how am I doing, how spread out, how bumpy, what does it cost.

Pictures from October 2026, with a made-up portfolio. Portfolio’s look moves on; the steps stay the same.

  1. Sign in once, then three short pages

    One Red Start account opens every app. Portfolio then asks two things: private or public (private unless you choose; others only ever see percentages), and a @handle, which you can skip.

    Open Portfolio →
    Portfolio’s welcome: “Your money, in one place”, with Add what you own, See its shape and Learn from famous investors.

  2. Your Overview, empty

    Four pages sit in the header: Overview (yours), Discover, Lab and World. Overview opens on the chart, with your transactions beside it. Everything starts with the + at the top, or the + inside Transactions.

    An empty Overview: the chart area asks for a first purchase; Transactions on the right shows a round + button.

  3. Press +: three ways in

    Connect a broker (it then syncs every day by itself), import a statement file, or type a trade in. A fourth item opens Connect to write a journal post.

    The + menu: Connect a broker, Import a statement, Manual entry, Journal post.

  4. Connect your broker once

    Pick your broker from the list (search it by name). You make a read-only key at the broker and paste it: Portfolio can read your history but never trade or move money. Your whole history comes in, then each new day by itself.

    Where to click
    Interactive Brokers
    Client Portal → Performance & Reports → Flex Queries: create an Activity Flex Query and note its Query ID, then Flex Web Service Configuration → Generate New Token. Paste both.
    eToro
    On the eToro website: Settings → Trading → API Key Management → Create New Key (Real, Read only). Paste both keys.
    Trading 212
    ☰ → Settings → API (Beta) → Generate API key: tick Account data, History and Metadata only, IP unrestricted. Paste the key and the secret.
    Kraken
    Settings → API → Create API key with Query Funds, Query Closed Orders & Trades and Query Ledger Entries only.
    Bitvavo, Coinbase, OKX, Bybit
    Each in its API settings, with Read (View) permission only. Portfolio shows the exact steps for each.
    Connect a broker: a search box, then brokers by region (Interactive Brokers, eToro, Trading 212, crypto exchanges), each marked Syncs daily.

  5. The key, step by step

    Each broker’s screen shows its own steps, with a button that opens the broker beside Portfolio. Paste what you copied and press Connect: the years come in one by one while you watch.

    Connect Trading 212: what the key can do, Open Trading 212, three numbered steps, and boxes for the API key and secret.

  6. Or import a statement file

    Search your broker, download the file it names (CSV, Excel or PDF), and choose it. The file is read on your device; you see what is in it before anything is saved, and importing it again adds nothing twice.

    Where to click
    DEGIRO
    Inbox → Account Overview → Export → CSV (the file with dividends and fees), and Inbox → Transactions → Export → CSV.
    Trading 212
    History → download icon → Export history (a year per file).
    Trade Republic
    Profile → Statements → Transaction export (CSV), or a trade’s own PDF.
    Scalable Capital
    On the website: Broker → Transactions → Export.
    Revolut
    Invest → More → Documents → Account statement, as Excel.
    Zerodha
    Console → Reports → Tradebook, Equity, as CSV.
    Groww
    Profile → Reports → Stocks → Order history, as Excel.
    Angel One
    Account → Trades and charges → Download trade history.
    Any other broker
    Download Red Start’s template from the import screen, fill in one row per buy, sell, dividend or fee, and choose it.
    Import a statement, searching “degiro”: DEGIRO appears, marked File.

  7. Check the preview, then import

    Buys, sells, dividends and fees are counted, each in its own currency. Shares named only by their ISIN get their listing when you import, so their prices follow.

    Ready to import: counts of buys, sells, dividends and fees and taxes, the dates covered, and the newest entries.

  8. Or type a trade in

    Manual entry: pick the asset from the list, the amount, the date, and the units if you know them. Tick “Paper trade” to try a what-if that never counts as real.

    Manual entry: type, asset, amount and currency, date, units, and a Paper trade box.

  9. Read your Overview

    The row over the chart holds the big numbers: net worth, today, total profit, the yearly rate (XIRR), dividends and fees. The chart switches between value, money in, a calendar, falls and income. Transactions stay beside it.

    Open Overview →
    Portfolio as a guest opens it: Warren Buffett’s portfolio from public filings, its return this year and this month, the chart since January, By country and What they own.

  10. Switch the workspace

    The menu next to + changes the whole arrangement. Chart focus shows the chart; Essentials opens everything: your Shape, Risk, Income, Holdings, the Six questions and more. The arrow at the end of a side column’s tabs docks it to the edge (Ctrl + B and Ctrl + Alt + B do the same); drag a tab to move it.

    A portfolio in Portfolio with the right-hand rail open on Holdings and Transactions: each holding’s share and its gain since bought, beside the chart.

  11. Everything at once: Essentials

    Left, the shape of your money and how bumpy it is; middle, the chart with the Six questions under it; right, holdings and transactions, then notifications, decisions and what is coming up.

    The Allocation panel open beside the chart: Risk (Moderate, with a dial) and Their mix by asset type, holding or country, in percentages only.

  12. Discover: compare with others

    Set your portfolio next to a famous investor’s or a member’s: return on the money put in, the shape side by side, the mix side by side. Percentages only, never amounts, and never advice.

    Open Discover →
    Another famous portfolio, from its public filing: its return this year, its chart, By country and What they own, in percentages only.

  13. Lab: try an idea on real prices

    Backtest a mix, see what panic would have cost, or all-at-once against every month. Nothing is traded; note what you learn as a decision.

    Open the Lab →
    The Lab: tabs Questions, My Rules, What This Can’t See, Your Chart, Tools on Your Chart and My Plan; “What if it falls 30% right after I start?” on a sample plan, the history hidden until you answer.

  14. World: the economies around your money

    Inflation, policy rates, growth and markets, with the regions you own first. Tap any number for its last ten years, and News for the stories behind it.

    Open World →
    World: This Week, Economies, Markets and Regions; this week’s top release, and euro-area inflation over ten years from Eurostat.