CSV in. Ledger out.
Drop a native export from any of these brokers onto the import field — the parser detects the format and lands every trade, dividend, deposit, and fee as a ledger row. No Plaid. No bank passwords. Your credentials never touch our servers because we never ask for them.
Some trackers connect through account aggregators such as Plaid, which can ask for your online banking login. Millefold doesn't.
Your broker credentials never touch our servers because we never ask for them. We can't be phished into giving up what we don't store.
We don't open headless browsers against your broker. No "connector down" outages, no terms-of-service exposure. CSV in, ledger out.
| 01 | Export from your broker Account → History → Export CSV. Most brokers expose this in 2-3 clicks. |
| 02 | Drop it onto /dashboard/assets or /dashboard/liabilities The parser detects which broker it came from. No format selection needed. |
| 03 | Review the ledger Every trade, dividend, deposit, and fee shows up at /dashboard/events grouped by type. Positions reconstruct from the ledger. |
| BROKER | HEURISTIC |
|---|---|
| Trading 212 | auto-detect on "Action,Time,ISIN" header |
| Revolut | auto-detect on "Date,Ticker,Type,Quantity" |
| Trade Republic | auto-detect on "Datum;Typ;ISIN" (DE locale) |
| DEGIRO | auto-detect on "Date,Time,Product,ISIN" + locale variants |
| IBKR | auto-detect on "Statement,Header,..." multi-section |
| Robinhood | auto-detect on "Activity Date,Process Date" header |
| Coinbase | auto-detect on the Coinbase preamble line |
| Binance | auto-detect on Binance "UTC_Time,Account,Operation" header |
CSV uploads are parsed on the server (Cloudflare Workers) and not stored. The holdings built from them — names, values, cost basis — are encrypted at rest with a per-user key; the key is held by the operator, so this protects against database leaks, not against the operator. The imported transaction rows themselves (type, amount, ticker, shares, price, date) are stored unencrypted, limited to your account. How that works →