Portfolio Performance Sync

Export your entire portfolio with a single click, then import to Portfolio Performance!

Disclaimer

1. This browser extension is not affiliated with Portfolio Performance or any of its supported brokers.

2. This browser extension is currently unstable and supports only Scalable Capital with these transaction types:

Category	Transaction Types
Security	Buy, Sell
Non-Trade Security	Transfer (Inbound/Outbound), Swap (Inbound/Outbound)
Cash	Deposit, Dividend, Fees, Interest, Removal, Taxes

Install

• Chrome: https://chromewebstore.google.com/detail/portfolio-performance-syn/hcjficenfcaankcojdbolipbfmimpofh
• Firefox: https://addons.mozilla.org/firefox/addon/portfolio-performance-sync

Manual Install

git clone https://github.com/sebastianstucke87/portfolio-performance-sync.git
cd portfolio-performance-sync
npm install
npm run build

Chrome

1. In Chrome, open chrome://extensions
2. Click Load unpacked
3. Select folder (...)\portfolio-performance-sync\dist\chrome

Firefox

1. In Firefox, open about:debugging#/runtime/this-firefox
2. Click Load Temporary Add-on...
3. Open (...)\portfolio-performance-sync\dist\firefox\manifest.json
4. (Optional) Pin extension to toolbar

Usage

1. Export

1. Login to scalable.capital/cockpit
2. Click the browser badge to download the CSV:

2. Import

1. Open Portfolio Performance (may take a little while)
2. Create a new file (!) and finish the setup
3. File -> Import -> CSV files (...) and open the CSV
4. The presented CSV Import settings are already correct:

   

5. (Optional) When the market values are incorrect, download historical prices.
6. (Optional) Delete CSV from download directory

Is my data safe?

• This browser extension can read browser sessions and intercept web requests to https://scalable.capital.
• All intercepted data is processed locally.
• No data in any form is sent to other recipients (e.g. via Fetch API or XMLHttpRequest API).
• The resulting CSV is in plaintext and downloaded to the download directory.
• 3rd party dependencies are kept to an absolute minimum (see package.json).

As always:

• Report any suspicious side effects immediately.
• Any representation of this extension outside of github.com, chrome.google.com or addons.mozilla.org under the namespace sebastianstucke87 is fraudulent by definition and must be reported immediately.
• This extension is not for sale.

Reference

• Tests: $ npm run tests
• Icon color scheme: https://github.com/portfolio-performance/portfolio/blob/master/CONTRIBUTING.md#color-code-reference