CSV Import
Import supported transaction history in CSV format.
Product
Know Your Portfolio. Not Just Your Balance.
Portfolio Truth is a local Windows application that reconstructs a portfolio from supported CSV transaction history.
Portfolio Reconstruction
Reconstruct portfolio holdings from imported transactions.
Holdings
Review reconstructed holdings in one local application.
Cost Basis
Review calculated cost basis based on imported transaction data.
Gain/Loss Reporting
Generate gain/loss reporting from the reconstructed portfolio.
Portfolio Summary
Review an overall summary of the reconstructed portfolio.
Approved MVP limitations
- No broker connections
- No automatic synchronization
- No trading
- No SaaS account
- No recovery or accumulation analytics unless verified in the release build
Request private beta access.
Use Portfolio Truth with approved CSV transaction data on Windows.