Sign up

Portfolio Manager is a web application — there is nothing to install. All you need is a browser and an account.

Create an account

Go to the sign-up page and enter your name and email address.

You will receive a confirmation email. Click the link in the email to activate your account.

Sign in

Once your account is active, go to the login page and enter your credentials.

You will be taken to the main overview. Because your account is new, it will be empty — the next step is to connect your brokerage accounts so Portfolio Manager can import your data.

Next steps

Follow the Getting started guide to create your accounts, import transactions, and set up your first portfolio.

If you use Saxo Bank, Nordnet, or Bitstamp you can import data automatically — see Settings and Accounts for details. If you use another platform, you can enter your transactions manually.