A: We’re currently exploring ways to support portfolio imports from major trading platforms like Fidelity, but there are some challenges we’re working through before rolling this out.

The main issue is that different brokers often use different identifiers for the same stock, which can lead to mismatches when trying to reconcile imported positions. Some platforms avoid this problem by not matching at all, they simply import portfolio snapshots and rely entirely on the broker for performance tracking. While that’s a quick fix, it’s not the route we want to take.

We’re quite proud of the way our portfolio system works. It lets you track both return on capital deposited and return on capital employed, a level of insight that’s often missing elsewhere. To preserve that level of accuracy and control, we want to make sure any import system we build meets a high standard of precision and reliability.

So yes, this is on our roadmap, and we’ll roll it out once we’re confident we’ve found a solution that matches our vision.