Frequently Asked Questions

Simply sign up for a free account and start adding your investments. You can manually enter trades or import data from CSV files exported by your broker.

Yes! EasyPortfolio supports importing transactions from CSV files from popular brokers including Trading 212 and Degiro. We also have step-by-step guides to help you through the process.

Our dividend tracking allows you to import dividend payments from your broker's CSV exports. Premium users get advanced analytics including yield on cost calculations, projected annual income, and dividend history visualizations.

We currently support CSV imports from Trading 212, Degiro, and several other popular brokers. We're constantly adding support for more brokers based on user requests.

Absolutely! You can start with our Free plan and upgrade to Premium whenever you're ready. All your data will be preserved when you upgrade.

You can update your account settings by going to Settings in your dashboard. From there you can change your personal information, password, notification preferences, and more.

We offer a 7-day money-back guarantee. If you're not satisfied with your Premium subscription, cancel within 7 days and we'll provide a full refund. After 7 days, you can still cancel anytime, but refunds are not provided for the remaining subscription period.

You can cancel your subscription anytime from your account settings. Your premium features will remain active until the end of your current billing period.

Yes, we take security very seriously. All data is encrypted in transit and at rest. We use industry-standard security practices and never store your broker login credentials.

Yes, you can export all your portfolio data in CSV format from your account settings. This ensures you always have access to your investment records.

If you encounter any issues, please contact our support team through the contact form. We aim to respond to all inquiries within 24 hours.