Help center
Short, step-by-step guides for everything you can do in Asterholm.
What do you want to do?
Getting started
- Create your account
- Connect a broker or upload a statement
- Check your portfolio
- Set alerts
- Explore the analysis
Getting started
Getting started with AsterholmFive steps to get your portfolio ready: create your account, bring in your data, check the overview, set alerts and explore the analysis.Create your account and sign inHow to sign up, confirm your email, sign in, stay signed in and try the demo before you create your account.
Bring in your data
Connect a broker with a read-only keyHow to create a read-only key at your broker, test it and let Asterholm bring in your data on its own, without being able to trade or withdraw.How to connect Interactive BrokersCreate a Flex Query and a token at IBKR, paste them into Asterholm and bring in your whole history. Plus how to see today's trades.How to upload your broker statementExport the CSV or Excel file from your broker and upload it: several files at once, columns that are not recognised and your own CSV.How to follow a crypto walletFollow your Bitcoin, Ethereum or Solana wallet with its public address or xpub. Never your seed phrase or private key.How to add transactions by handRecord buys, sells, dividends, deposits, splits and more for any symbol, including brokers that do not export anything.Fix an import or a missing priceWhat to do if an import went wrong, transactions are missing or a symbol has no price: reprocess, delete and upload again.Transfers between your accountsWhy moving shares or crypto between brokers looks like a gain or a loss, and how to classify the transfer in Transfers.
Your portfolio
What each Overview number meansTotal value, contributed, total gain, today, XIRR, dividends, fees, TWR and benchmark, explained in plain words.What today's gain meansThe «Today» figure on the Overview: where it comes from, why it changes when you do nothing and why crypto never stops moving.Why my local currency value fell when my stocks roseYour result in your local currency adds what your investments did and how the exchange rate moved. How to read that card.Separate portfolios and «All»Split your brokers into named portfolios (Retirement, Kids…) and see each one on its own or all of them together with «All».Positions and each asset's pageYour positions merged by symbol, today's map, each asset's page with its analysis, dividends and notes, and your target prices.Search your transaction historyFilter your history by type, broker, year, group or asset, see the filter totals and edit the transactions you added by hand.Why a broker shows as «Frozen»If you have more brokers than your plan keeps up to date, the others are frozen with their data. What it means and how to choose.
Analysis
XIRR or TWR and your benchmarkThe two ways to measure your return, which one answers each question and how to change the index you compare yourself with.Dividends, withholding and calendarWhat you received (all or by year), what is coming, how much is withheld for your country and how to bring the dates to your phone calendar.Earnings: when they report and how it wentThe earnings calendar of what you hold, follow or sold, what analysts expected and how the stock reacted.What cheap, fair and expensive meanHow Asterholm compares a stock's price with its own history and its sector, and why it is not an order to buy or sell.Diversification, risk and costsHow your money is spread by type, sector, country and currency, how much your portfolio moves, its worst drop and what you pay in fees.Compare stocks and ETFsPut two to five stocks or ETFs side by side: performance, whether they move together or are the same, and all their numbers.AI reports: daily, weekly and monthlySummaries of your portfolio that write themselves, with a short AI reading. When they arrive, how to turn them on and the monthly PDF.Your AI: included, your own key or localAsk the Asterholm AI about your portfolio, use your own key (BYOK) or a local AI on your computer, and choose the order of use.
Planning and alerts
Create alerts and get notifiedPrice, drop, high, earnings and dividend alerts: how to create rules, get them by push or email and keep them quiet at night.Contribution plan: where to invest nextSet your target mix and your monthly contribution, and Asterholm tells you what to buy with your next contribution without selling.Rebalance your portfolioHow far your portfolio drifts from your target mix and how to get back: buying only, or selling and buying within a band or exactly.Before you buy and the decision journalSimulate a buy or a sell before you make it, and write down why you decide, so you can later see what really happened.Set goals and see when you get thereGoals for value, contributions, dividends or financial independence, with the date you would reach them with your contribution plan.Watchlist and groupsFollow companies you do not own yet with their valuation and your buy price, and organise your symbols in groups your way.
Account, plans and security
Two-step verification, sessions and passwordProtect your account with a code from an app, sign out of other devices and change or recover your password.Change your email and choose your emailsHow to confirm and change your email, undo a change and decide which alerts, reports and tips reach you by email.Language, theme, currency and tax countryChange the language, light or dark theme, your base and local currency, your tax residence country and your benchmark.Plans, free trial, upgrade and cancelWhat each plan includes, how to start the free trial, upgrade your plan, cancel your subscription and what happens to your data.Share your portfolio with a linkCreate a read-only link with percentages and, if you want, amounts, a password and an expiry date. Revoke it whenever you like.Export your data or delete your accountDownload everything you keep in Asterholm in one file, or delete your account with all your connections, keys and transactions.
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Asterholm is a read-only portfolio viewer. Nothing in this guide is financial advice.