Documentation
Guides for getting your data into FolioCenter and making sense of the numbers it shows you.
Importers
Bring your data inImport from XTB
Export your full XTB history — every account, all the way back — and import it in two steps.
Read →Import a manual price history
Value a holding with no price feed — upload the prices and splits you export from any provider (Investing.com as an example).
Read →Import from IBKR
Import your Interactive Brokers account from an Activity Flex Query (XML).
Read →Import from Degiro
Import your DEGIRO portfolio from a single Account statement — CSV or XLSX.
Read →Import from Trading 212
Import your Trading 212 Invest & ISA history from CSV — buys, dividends, interest and cash.
Read →Import from Coinbase
Import your Coinbase history from its yearly transaction exports — CSV or PDF.
Read →Import from Kraken
Import your Kraken spot account from its Ledgers export, with optional Trades and Balances.
Read →Import from eToro
Import shares, crypto, CFDs and dividends from eToro’s yearly Account Statements.
Read →Import from Revolut
Import your Revolut stocks from the trading account and P&L statement CSVs.
Read →Financials
Understand the numbersTWROR & IRR, explained
The two return numbers that actually matter — how they’re calculated and when to trust each.
Read →Read the financial statements
Income statement, balance sheet and cash flow — how to read each table and the chart that comes with it.
Read →P/E vs forward P/E
Trailing against forward earnings — what each tells you, how growth bends them, and how far to trust the estimates.
Read →Currency risk, explained
Why a share can rise and still lose you money — and how to see your currency mix and the currency gain on every holding.
Read →Recording transactions
Enter trades by handManually register a bond
Create a bond security by hand, then record a Buy using the clean-price convention.
Read →Manually register a CFD
Record a CFD as an open trade, then add financing, dividends and the close.
Read →Manually register an option
Record an option trade end to end: open, close, exercise, assignment or expiry.
Read →Manually register a future
Hand-enter a futures position as an open/close derivative trade group.
Read →Manually register a short position
Short a stock with Sell-to-open, or a leveraged CFD with Direction = Short.
Read →Analysis & planning
See and steer your allocationOrganize holdings with taxonomies
Group holdings by asset class, region, or any scheme, and value each group live.
Read →Plan a rebalancing
Set target weights per category and see the gap — and the trades — to reach them.
Read →Regular investing, explained
Compounding and cost averaging in worked examples — and Investment Plans that record every contribution for you.
Read →Benchmarks: compared with what?
Pick the right index, then read excess return, tracking error, beta and correlation.
Read →AI Security Reports
An AI-written research report on any security — lenses, catalysts, scenarios and your fit.
Read →