Adding your first account

An account is the container for your holdings — a brokerage, a bank, or a wallet.

Steps

1. Go to Holdings.
2. Click Add account (or Add holding, which will prompt you to create an account if you don't have one yet).
3. Give the account a name, e.g. "Interactive Brokers" or "Bank EUR".
4. Choose the account's currency.
5. Save.

Once the account exists, you can add a holding to it, or import your existing trade history.

Tip

You don't need to create every account up front — add them as you go. Skarbfolio only needs an account to exist before you record a holding or transaction inside it.