We support importing data from these financial institutions
| Provider | Country | Format | Supported Accounts | Status |
|---|---|---|---|---|
| Charles Schwab | US | Positions CSV | 401(k), IRA, Inherited IRA, Brokerage | Supported |
| Fidelity | US | Portfolio Positions | HSA, IRA, Brokerage | Supported |
| Caisse d'Épargne | FR | Transactions CSV | Checking, Savings, PEL | Supported |
| Interactive Brokers | US/EU | Flex Query CSV | Brokerage, UGMA | Coming Soon |
| Bank of America | US | Statements CSV | Checking, Credit Card | Coming Soon |
| Boursorama | FR | Export CSV | Checking, Savings | Planned |
| BNP Paribas | FR | Export CSV | Checking, Savings | Planned |
| Provider | Country | Method | Status |
|---|---|---|---|
| Plaid | US | API | Coming Soon |
| IBKR Flex Query | US/EU | API | Coming Soon |
| Powens (Budget Insight) | EU | API | Planned |
| Tink | EU | API | Planned |
| Source | Data | Status |
|---|---|---|
| Yahoo Finance | US stocks, ETFs, mutual funds | Supported |
| Open ER API | EUR/USD, GBP/USD exchange rates | Supported |
Want to see your provider supported? Contact us at support@expatfolio.com