Answer #
No.
We do not require broker account linking. Instead, our web app calculates your portfolio from the transaction history you provide by:
- Entering transactions manually, or
- Uploading a CSV file exported from your broker/s
After you import your history, you match each ticker to its correct live market listing. The web app then calculates portfolio performance, allocation, and dividend projections based on:
- Your saved transaction history
- Your selected base currency
- Third-party market data for matched listings
