Help & FAQ

How portfolios are organized: accounts, holdings and transactions.

Set up your first account and start tracking a portfolio.

Create a new brokerage, bank or other account.

Change an account's name, currency or other details.

Hide an account you no longer use without deleting its history.

The difference between an empty account and an archived one.

Add a stock, bond, crypto or custom asset to an account.

Record a buy, sell, dividend, interest or other transaction.

Fix a mistake or remove a transaction from your history.

Archive a single position without archiving the whole account.

Rename a custom asset, change its class or its details.

Configure an expected payout for an asset you added yourself, so Skarbfolio can project upcoming dividends.

Bring in your trade history from an IBKR report.

Bulk-import transactions from a spreadsheet — accounts and assets are created automatically.

Add stocks and ETFs by ticker on US, London, Xetra and Euronext exchanges, with prices kept up to date.

Add Ukrainian or US Treasuries from the bond catalog and follow coupons, repayments and Treasury prices.

Add an on-chain address to any account, with auto-synced balances and prices.

Track anything that isn't a listed security — real estate, private equity and more.

How to read the full history of transactions across your portfolio.

How dividends and interest are totaled and shown on the Income page.

Understand the risk, return and composition charts.

What goes into your net worth total and how the chart scales.

Link IBKR with a Flex Web Service token to sync holdings automatically.

Connect Skarbfolio to Claude or another MCP client.

Manage your plan, payment method and invoices.

Switch the app language or your base currency.

Get reminded before each loan or installment payment, and choose when.

Switch between light, dark and system appearance.

Permanently delete your account and all of your data, on the web or in the iOS app.