Item logo image for ShareholderView Portfolio Assistant

ShareholderView Portfolio Assistant

ExtensionTools5 users
Item media 2 (screenshot) for ShareholderView Portfolio Assistant
Item media 1 (screenshot) for ShareholderView Portfolio Assistant
Item media 2 (screenshot) for ShareholderView Portfolio Assistant
Item media 1 (screenshot) for ShareholderView Portfolio Assistant
Item media 1 (screenshot) for ShareholderView Portfolio Assistant
Item media 2 (screenshot) for ShareholderView Portfolio Assistant

Overview

Import portfolio data from supported trading pages into ShareholderView and prepare buy orders in the broker interface.

Shareholder Portfolio Helper

Details

  • Version
    1.3.0
  • Updated
    April 9, 2026
  • Size
    193KiB
  • Languages
    English
  • Developer
    Website
    Email
    harvey@shareholderview.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

Manage extensions and learn how they're being used in your organization

ShareholderView Portfolio Assistant has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

ShareholderView Portfolio Assistant handles the following:

Financial and payment information
Website content

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

For help with questions, suggestions, or problems, visit the developer's support site

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