Connecting an Investment account

GetGild reads balances from the accounts you connect and adds them up. It doesn’t move money or place trades — it just watches the numbers.

1. From the dashboard, select Accounts and then Add account.
2. Select the type of account Investment and add it manually. Currently, providers don’t support automatic downloads for this account type.
3. Search for your provider’s name.
4. Add an account nickname to help you remember it, e.g. ii ISA.
5. Select the account type.
6. Add the current balance, then save the account.
7. Once the account is created, you can upload a transaction CSV to track investment purchases. Each provider works a little differently, so see Guides for specific Investment Providers below.

The system will automatically pick up recent prices for investments (ETFs, mutual funds, stocks). Currently, the system uses end-of-day prices from the previous trading day.

If your provider isn’t listed

Contact support to request a provider. We add new ones regularly and prioritise by how often they’re requested.

Guides for specific Investment Providers

Follow the guide to get correct data from Investment provider

• Interactive Investor
• Trading 212
• FreeTrade