Integrations
Connect Compoundry with your brokerage, spreadsheets, and data sources. Import holdings and sync performance.
F
Fidelity
BrokerageImport holdings and transaction history
S
Schwab
BrokerageSync portfolio data and positions
E
Excel
ProductivityImport/export spreadsheets
G
Google Sheets
ProductivityCSV import and export
Y
Yahoo Finance
DataReal-time quotes and fundamentals
D
Divvy
DataDividend tracking and projections
P
Portfolio Visualizer
AnalysisBenchmark comparison
C
CUSIP/ISIN
DataSecurity lookup and identification
M
Manual CSV
ImportUpload holdings from any source