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Import Your Portfolio

Open your broker or bank, go to portfolio, select the table, copy (Ctrl+C), paste below (Ctrl+V). Works with any Belgian bank or broker.

Your data stays 100% in your browser. Nothing is sent to any server.

⚡

1-Click Import — No Install

EASIEST

Drag the button below to your bookmarks bar. Then go to your broker/bank portfolio page and click it.

↓ Drag this to your bookmarks bar ↓

💰 Import to CoachMyFinance

Works on any website with a portfolio table. Chrome, Edge, Brave, Firefox.

How it works
When you click the bookmarklet on your broker's page, it scans the page for investment tables, extracts position names, ISIN codes, quantities, prices and values, then opens this tracker page with all data pre-filled. Nothing is sent to any server — everything stays in your browser.
🤖 Want more? Get the full extension ADVANCED

Auto-scans all your broker tabs, aggregates your portfolio, gives improvement tips, and can help transfer money between platforms — all with your supervision.

⬇ Download Extension (27 KB)
  1. Download & unzip
  2. Go to chrome://extensions
  3. Toggle Developer mode → click Load unpacked → select folder

💸 Expense Analysis & Optimization

Upload your expenses CSV or add them manually. Rate the value each expense brings you to find optimization opportunities.

CSV format: Category, Description, Monthly Amount

📈 Portfolio Performance

Track your portfolio's total value, gain/loss, and allocation over time. Data is saved locally in your browser.

Total Portfolio Value
€0
Total Invested
€0
Total Gain/Loss
€0
Return %
0%

📊 Record Monthly Value

At the start of each month, record your total portfolio value and amount invested. This builds your performance chart over time.

Value Invested
📋 Show history table
DateValueInvestedGainReturn
💡 Record your portfolio value on the 1st of each month. Over time, this builds a powerful visualization of your wealth growth. The numbers stay in your browser — nothing is sent to any server.

⚖️ Portfolio Rebalancing Calculator

Enter your current holdings and target allocation. The calculator tells you exactly how much to buy or sell of each asset to reach your target.

💡 Rebalancing Best Practices

  • Rebalance 1–2× per year — More often increases costs without improving returns.
  • Use new contributions — Direct new investments to underweight assets instead of selling.
  • 5% threshold rule — Only rebalance when an asset drifts more than 5% from target.
  • Fewer assets = easier — A 2-ETF portfolio is much easier to rebalance than 10 positions.