Portle FAQ
Questions about keeping your investment records in Portle.
Learn how Portle stores records, imports broker data, estimates tax, and checks a ledger for entries that may need attention.
Is Portle a broker or tax adviser?
No. Portle is an investment ledger app. It organizes holdings, returns, cash, investing rules, tax estimates, and ledger checks, but it does not place trades or provide investment or tax advice.
Where does Portle store my ledger?
You can keep a ledger on your device without signing in. If you move it to Google Drive, it becomes a Google Sheet that you own and can inspect or export. Portle reads either ledger to show holdings, returns, cash, rules, historical comparisons, and checks.
Can I import broker CSV files?
Yes. Import a broker CSV or Excel file, review the transactions Portle reads, and choose which rows to save. The ledger keeps dates, transaction types, tickers or company names, quantities, prices, fees, currencies, accounts, cash movements, dividends, and source notes.
Can I add trades by sharing a screenshot?
Yes. Share one or more screenshots from your broker app and choose Portle. The app opens the review list and reads the transactions. CSV and Excel exports use the same share flow. Portle does not save anything to your ledger until you confirm the rows.
What if my broker uses company names instead of tickers?
Portle uses tickers, local security codes, ISINs, translated names, and company names to identify a holding. It also keeps the original broker text so you can review possible duplicates and listings that are easier to recognize by name or local code.
How does tax residence affect the app?
Your tax residence changes the reporting currency and the tax estimates available on the Home screen. Portle supports country-specific views for the United States, Korea, Japan, Canada, Australia, and the United Kingdom. Other countries receive the general portfolio and ledger views.
Can Portle find duplicate or missing trades?
Portle compares positions, cash, dividends, company names, tickers, dates, and broker quantities to flag entries that may need attention. It shows the reason for each finding and does not change the row unless you choose an action.