{% extends "base.html" %}
{% block title %}{{ BRAND_NAME }} · Settings{% endblock %}
{% block main %}
Drop a portfolio CSV from any broker — Trading 212 is recognised
natively and other formats (IBKR, Fidelity, Schwab…) are
auto-detected. We’ll parse it and show a preview before importing
anywhere.
Share your invite link. When your friend subscribes, you and
they each get 45 days of paid access credited
to your account.
Editorial commentary delivered to your inbox. Daily for paid (Mon–Sat) plus the Sunday recap; free tier gets the Sunday recap.
Manage the encrypted server-side copy of your portfolio. Sync is
opted-in per import (see the Import section above).
Available on the paid tier. Upgrade or apply an invite credit
above to enable cloud sync.
Import portfolio (CSV)
T212 export path:
Investing → Your Pie → ··· → Export.
Invite a friend
Email digests
Cloud sync (encrypted)