Great question - especially for investors managing larger or multi-account portfolios. Plainzer offers several flexible options for importing your holdings and transaction history. The fastest and most convenient method is using CSV file import. We currently support pre-built templates for many popular brokerages - Ally Invest, Charles Schwab, Fidelity, Interactive Brokers, Revolut, Robinhood, Tastytrade, Trading 212, Webull, and XTB. You can also use our custom CSV template if your brokerage isn’t on the list. If you need help formatting your file or have a unique export format, just contact our support team - we’re happy to assist or expand our template support. Prefer to do it manually? No problem - Plainzer also allows you to manually enter transactions one by one, giving you full control without needing to upload any files. For users looking to create custom integrations or automate workflows, you can access your portfolio and transaction data programmatically via our API. This feature is available with a Professional subscription plan, giving you full control over retrieving detailed portfolio statistics, tracking performance over time, and creating transactions directly from your own tools or scripts.