skarbfolio
Open app
Getting Started
  • What is Skarbfolio?
  • Signing in
  • Adding your first account
Accounts
  • How to add an account
  • How to edit or rename an account
  • How to archive an account
  • Zero-balance vs. archived accounts
Holdings & Transactions
  • How to add a holding
  • How to add a transaction
  • How to edit or delete a transaction
  • How to archive a holding
  • Editing a custom asset
  • Setting up a dividend schedule
  • Interest on a cash balance
Importing Data
  • Importing from Interactive Brokers
  • Importing from an XLSX spreadsheet
Asset Types
  • Tracking stocks
  • Tracking government bonds
  • A bond that isn't in the catalog
  • Polish savings bonds
  • Tracking crypto addresses
  • Custom assets
Activity & Income
  • Understanding the Activity feed
  • How income is calculated
Analytics
  • Reading Analytics
  • How net worth and charts are calculated
Settings
  • Connecting Interactive Brokers for one-click sync
  • Using the MCP connector
  • Billing & subscription
  • Changing language and currency
  • Debt payment reminders
  • Changing the theme
  • Deleting your account
Help & FAQ

How to add an account

An account is a bucket for related holdings — a brokerage, a bank account, a custody wallet, anything.

  1. Go to Holdings.

  2. Click Add account.

  3. Fill in the fields:

    • Name — required (e.g. "IBKR taxable", "Treasuries").
    • Currency — the account's base currency. Transactions in other currencies are converted using the exchange rate on the transaction date — see language & currency.

    The rest is optional and sits behind More options:

    • Site URL (optional) — a broker or bank's website (e.g. interactivebrokers.com); Skarbfolio uses that site's favicon as the account's icon instead of the color swatch.
    • Color — the accent swatch shown when there's no site icon.
    • Tags (optional, up to 6) — free-form labels to group and filter accounts, e.g. by broker, goal, or family member. Pick a suggestion (+ more shows the rest) or type your own and press Enter.
    • Note (optional) — anything you want to remember about what lives in this account.

  4. Save — the account now appears in your Holdings list, ready for holdings and transactions.

Notes

  • The icon beside the name shows how the account will look: the site's icon, or the color with the name's first letter.
  • Tracking an on-chain crypto address? Use Add holding → Crypto → Paste a wallet address — see tracking crypto addresses.
  • Every field here can be changed later — see How to edit or rename an account.