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Category: How-to

  • Importing your Portfolio

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    Importing your Portfolio

    We shall briefly go over how you can import your transaction history from supported brokers into your Wealth Beacon portfolio. We currently support imports from: LHV, Lightyear, and Interactive Brokers For further assistance – feel free to contact via Discord! Export from LHV Export from Lightyear Export from Interactive Brokers Import data to Wealth Beacon