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Robinhood

Statement import

Add your Robinhood portfolio to your net worth

Robinhood shows your brokerage balance. NetWorthy adds your 401(k), savings, home equity and debts so the total means something.

Where to find the statement

Download a monthly account statement PDF from the statements and documents section of your Robinhood account. The holdings are in the Portfolio Summary table.

How it works

  1. 1Download the statementGet the latest holdings statement from your broker as a PDF.
  2. 2Upload it in NetWorthyGo to Assets, choose “Import from document”, pick your broker and upload the file.
  3. 3Review and publishWe show every position we read. Fix a quantity or currency if needed, then publish.

What NetWorthy reads

Each row of the Portfolio Summary: symbol or CUSIP, quantity, price and market value.

After the import

Imported positions behave like ones you typed in: they get live prices where we support the ticker, count toward your net worth, and show up in diversification analysis.

The PDF is used to read your holdings. Nothing reaches your dashboard until you approve it, and NetWorthy never asks for your broker or bank login.

Statement import is a Pro feature. Manual entry is free on every plan.

Try it with your statement