How long until my portfolio shows up?

A file is processed right away. A key connection usually takes seconds; the first Interactive Brokers sync can take several minutes because it brings in your whole history.

Can I use Asterholm on my phone?

Yes. It works in your phone browser and you can add it to your home screen to open it like an app.

Do I have to connect all my brokers?

No. Start with one. How many you can keep up to date depends on your plan; see Plans.

Getting started

Getting started with Asterholm

In a few minutes you will have all your brokers in a single portfolio. These are the five steps, in order.

Go to the Overview →

Step by step

Create your account with your email and a password, and confirm your email from the link we send you. How to create your account.
Bring in your data. Connect your broker with a read-only key (how) or upload the statement your broker already gives you (how). You can mix both.
Check your portfolio on the Overview: total value, what you contributed, your gain and how today is going. If a number is unclear, see what each number means.
Set alerts so you find out without opening the app: a target price, a sharp drop or a dividend. How to create alerts.
Explore the analysis: performance, dividends, diversification and risk and your goals.

What you will see

The first time you sign in you will see an empty Overview with a Connect a broker button.
While your portfolio is being calculated you will see «Calculating your portfolio…». It usually takes a few seconds and the page updates itself.
At the top of the Overview, the Getting started list ticks itself as you go. You can hide it.

Before you create your account

You can try the demo: a read-only sample account with a ready-made portfolio. Nothing you do there is saved.

If you get stuck

In Help you have this manual, the frequently asked questions and the Contact form: a real person answers and the conversation stays in My requests.

Common problems and questions

How long until my portfolio shows up?: A file is processed right away. A key connection usually takes seconds; the first Interactive Brokers sync can take several minutes because it brings in your whole history.
Can I use Asterholm on my phone?: Yes. It works in your phone browser and you can add it to your home screen to open it like an app.
Do I have to connect all my brokers?: No. Start with one. How many you can keep up to date depends on your plan; see Plans.

Create your account and sign inConnect a broker with a read-only keyHow to upload your broker statementWhat each Overview number means

Updated: October 17, 2026

Still stuck? Write to us · See the frequently asked questions

Asterholm is a read-only portfolio viewer. Nothing in this guide is financial advice.