SegmoTrade Republic pot tracker
One account. As many goals as you like.
Segmo splits your single Trade Republic balance into virtual pots – one per goal, each with its own cash balance, holdings and realised profit/loss.
No Trade Republic login – only the CSV you export yourself.
How it works
From a raw export to a clear ledger – in three steps.
Export your transactions from Trade Republic
Profil → Kontoauszüge → Transaktionsexport. You get a CSV file of your history.
Upload the CSV
Upload the file – re-uploading is safe, duplicates are skipped.
Sort into pots
Make a pot per goal and assign each transaction. Segmo computes the cash balance, holdings and P/L for every pot.
What you get
What Segmo does
Virtual cash pots
Split your single balance into as many savings goals as you want.
Per-pot holdings & realised P/L
See, per pot, which securities you hold and the profit/loss you've realised.
Automatic interest split (Premium)
Interest credits are spread across your pots automatically, time-weighted.
Matches the Austrian tax report
Realised P/L as in the Trade Republic tax report for Austria. FIFO for Germany is planned.
Segmo works purely from the CSV you import yourself – with no connection to your Trade Republic account.
Segmo never sees your Trade Republic login and never connects to your Trade Republic account. It only reads the CSV file you upload yourself.
Segmo works purely from the CSV you import yourself – with no connection to your Trade Republic account.
Give every euro a goal.
One Trade Republic account, as many goals as you like – set it all up free.