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Getting Started

Welcome to FundStat

Your central workspace for understanding FundStat. Learn how to import broker data, read key portfolio metrics, and move from setup to analysis faster.

Quickstart

Account Types
Understand the difference between account types and when to use each one.
View Instructions
View Switcher
Learn how to switch portfolio views and compare perspectives quickly.
View Instructions
Calculations
See exactly how FundStat calculates portfolio value, gains, and returns.
View Instructions
Currency Conversion
Learn how FX conversions work in your portfolio and import workflows.
View Instructions

Data Import

Import your broker data using the guides below. If your broker is not supported yet, you can still add transactions manually and keep full control over every inserted transaction.

Don't see your broker?

If your broker is not listed, send us your export files and instructions so we can review and work on a dedicated importer.

Send files to admin@fundstat.pl and we will get back to you when we schedule support.

What's Next?

Once your data is imported, you can explore various features of FundStat:

  • Explore the full dashboard with all key portfolio indicators
  • Compare your portfolio against popular market benchmarks
  • Track day-to-day performance in Daily P&L
  • Review closed trades and realized outcomes
  • Follow symbols and opportunities in your watchlist

Need Help?

If you encounter any issues during the import process or have questions about using FundStat, don't hesitate to reach out to our support team.