Statement import

Your whole portfolio in a minute.

Upload your account statement from the IC Wealth app, tick the stocks to track, and every trade comes in with the exact charges IC applied.

How it works

Three steps, no guesswork.

1
Get your statement
From the IC Wealth app. The last 3 months works best.
2
Upload and pick
Breakeven reads the PDF and lists your holdings. Tick the ones to track.
3
Stay in sync
Upload a newer statement later: only trades Breakeven doesn't have are added.

Every line must add up, or nothing is imported: no half-right portfolios.
We read the figures and discard the file. Your name, address and account number aren't stored.
Shares from before the statement period come in as a labelled estimate you can edit.

Questions

IC Securities account statements from the IC Wealth app, as PDFs up to 2 MB.

Free includes one upload. Starter and above can upload any time to stay in sync.

More features

Break-even after fees

Breakeven works out the lowest price you can sell at and get back everything you paid: the shares, the buying fees and the selling fees too.

Sell simulator

Choose how many shares and a price, and see exactly what you'd receive, the fees line by line, and your profit or loss after all of them.

Target prices

Say the profit you want, as a percentage or an amount in GHS, after fees, and Breakeven shows the exact closing price that gets you there.

Free for one stock. Set up with your IC Wealth statement.