Screenshot portfolio import

Turn portfolio screenshots into a cleaner tracker.

Screenshots are often the fastest way to capture scattered holdings. PortiFi supports screenshot and scan-first workflows so you can review before saving.

PortiFi reviewing holdings detected from a portfolio screenshot before import
Screenshot-friendlyBuilt around fast capture, human review, and private tracking.
5-starApp Store rating
10+asset categories
Nobank or brokerage login
Freeto start

Quick answer

Your brokerage shows a slice. PortiFi shows the picture.

PortiFi helps you start from brokerage screenshots and real-world scans, then review the details before they become part of your private portfolio.

MarketStocks, ETFs, crypto
RealProperty, vehicles, valuables
NetCash, debt, one number

Built for this job

Why screenshots matter

Use screenshots when the data is trapped in another app or statement.

Capture faster

Use a screenshot or scan when typing every row would slow you down.

Review first

Keep control of the holdings and values before saving them.

Find the signal

Move from raw holdings to a cleaner dashboard view.

Stay private

Start without account linking or credential sharing.

PortiFi holdings view showing stocks, crypto, cash, and real-world assets
PortiFi dashboard showing a private net worth number across multiple asset classes
Useful without bank or brokerage credentials

The fast path

From screenshot to dashboard

  1. 01

    Take the screenshot

    Capture the holdings, positions, statement, or asset you want represented.

  2. 02

    Review the result

    Check symbols, values, names, and quantities before anything matters.

  3. 03

    Track it privately

    Keep the holding in context with your broader net worth.

Common questions

Answers, without the sales fog.

Can I import from a brokerage screenshot?
PortiFi supports screenshot-oriented workflows so holdings can be captured and reviewed without connecting brokerage credentials.
Does PortiFi save everything automatically?
The intended workflow is review-first: inspect the details before treating them as part of your portfolio.
Is screenshot import only for stocks?
No. PortiFi also uses scan-first positioning for real-world assets that normal portfolio tools ignore.

Explore by problem

Start with the blind spot you already know.

Your whole balance sheet

See your real net worth.

Start with the assets your current tracker misses.

Start from screenshots