Adding Your Portfolio
There are two ways to start tracking your investments in 1ndexed: importing transactions from your broker or entering them manually. Both approaches give you the same powerful analytics once your data is in the system.
To import transactions, navigate to the Transactions page and click the import button. Select your broker from the supported list, upload your export file, and 1ndexed will automatically parse and categorize your trades. Currently supported brokers include MyInvestor (Excel export from the Inversis platform), Interactive Brokers (CSV Activity Report via Flex Queries), and Indexa Capital (direct API connection). You can also use the Generic CSV format if your broker is not directly supported.
For manual entry, click "Add Transaction" on the Transactions page. Fill in the asset identifier (ISIN for stocks, ETFs, and funds, or select from the cryptocurrency list), the operation type, date, number of shares, and price per share. The total value is calculated automatically.
You can combine both methods freely. Many users import their historical transactions from a broker export and then add individual trades manually going forward.
Supported Asset Types
1ndexed supports a wide range of asset types to give you a complete picture of your investment portfolio. You can track stocks, ETFs, mutual funds, bonds, cryptocurrencies, real estate, and pension plans — all in a single dashboard.
Stocks, ETFs, funds, and bonds are identified by their ISIN (International Securities Identification Number) and market (MIC code). When you enter an ISIN, 1ndexed looks up the asset details automatically, including the current market price, currency, and exchange information.
Cryptocurrencies are supported with live price data. The platform currently tracks major coins including Bitcoin (BTC), Ethereum (ETH), XRP, BNB, Solana (SOL), Dogecoin (DOGE), TRON (TRX), and Cardano (ADA), among others.
Real estate properties and pension plan contributions can also be tracked as manual-price assets, allowing you to maintain a truly comprehensive view of your net worth across all asset classes.
Trying the Demo
Not sure if 1ndexed is right for you? You can explore the full platform without creating an account by using the demo portfolio. Click "Try Demo Portfolio" on the landing page to load a sample portfolio with realistic positions, transactions, and performance data.
The demo includes a diversified set of assets across different types and markets, so you can see exactly how charts, metrics, allocation views, and other features work with real-world data. Everything you see in the demo is available to all users.
Currency Support
1ndexed supports three base reporting currencies: EUR, GBP, and USD. Your base currency determines how portfolio values, returns, and other metrics are displayed throughout the platform.
When your portfolio contains assets denominated in different currencies, 1ndexed automatically converts their values using live exchange rates. For example, if your base currency is EUR but you hold US-listed stocks priced in USD, the platform fetches the current EUR/USD exchange rate and displays all values consistently in euros.
You can change your base currency at any time from the settings menu. All portfolio metrics, charts, and calculations will immediately update to reflect the new currency. This is particularly useful for investors who hold internationally diversified portfolios and want to see performance from different currency perspectives.