Only if your bank acts as a broker in the U.S. or Canada and is supported by Plaid (e.g., Wealthsimple).
Yes, if your broker is in the U.S. or Canada and supported by Plaid (e.g., Interactive Brokers).
Not yet. Crypto wallets are not supported at this time.
You can choose what works best:
Want full history? Add transactions manually or import a file.
Just want to track from today? Create a snapshot of your asset and connect it to your broker. FIREkit will start adding new transactions like trades, dividends, and deposits automatically.
Already created an asset? You can still connect it to a broker to start syncing real trades, dividends, and more.
You can mix all three. FIREkit is flexible.
Connected assets are linked to your broker account. FIREkit automatically updates them with new transactions, like purchases, sales, dividends, fees, deposits, and others.
Manual assets are fully controlled by you. You add all transactions yourself, which gives you full flexibility and allows you to track any type of asset, even those not supported by brokers (like real estate or private business).
You can combine both types in your portfolio.
Usually 1–2 days, depending on your broker and how often they refresh data via Plaid.
Yes. For now, FIREkit supports importing Interactive Brokers Activity Statements in CSV format, but you can also adapt any other report to our import format.
Yes, just format your data to match our template.