Add Once, Track Forever.
Your complete investment picture in three simple steps.
1Step 1: Start Your Free Trial
Create your Abacus account in seconds. Set your preferred currency, add an avatar, and you're ready to go — no credit card required.
- Set currency (USD, EUR, GBP)
- Quick account setup
- No card details needed
2Step 2: Import Your Holdings
Upload a CSV or Excel file from any broker — Fidelity, Schwab, Robinhood, Coinbase, and more. Our smart import auto-detects your file format and maps your columns automatically. Or enter holdings one by one with real-time ticker validation.
- CSV/Excel bulk import with automatic column mapping
- Works with any broker that allows data export
- Manual entry with real-time ticker validation
- Edit and delete transactions anytime
3Step 3: Track with Precision
Watch your portfolio come alive. Real-time prices for stocks and crypto. Interactive charts from 1D to since-first-purchase. Deep analytics: asset allocation, performance trends, P&L, dividends, and crypto rewards — all in one clean dashboard.
- Real-time price updates
- Performance charts with custom date ranges
- Asset allocation visualisation
- Realised and unrealised P&L
- Dividends (cash and stock) and crypto rewards
- Multi-currency with live exchange rates
Your 30-Day Journey
Week 1–2: DISCOVER
Set your currency and profile. Import CSV or add holdings manually. Track your first performance metrics.
Week 2–3: ANALYSE
Understand your portfolio performance. Get detailed P&L insights. See your allocation by asset class.
Week 3–4: TRACK
Track your wealth with precision. Evaluate performance across asset groups. See exactly where your capital is winning and losing.