Bring your Freetrade statements into Era

You can bring your Freetrade investments into Era by uploading your statements, and Era reads the holdings and the trades and adds them to everything else you track. Your Freetrade ISA, general investment account or SIPP then sits beside your current accounts, savings and pension, and Claude, ChatGPT and Gemini can all answer questions about it, from one shared picture of your money.

How do I bring Freetrade into Era?

Download your account statements and trade confirmations from the Freetrade app, upload them to Era's document library, and choose to bring their transactions into a manual account. Era reads the statements, files them with your other documents, and creates the holdings and transactions in the account, so your investments appear in your net worth without any typing.

What you get once Freetrade is in Era

Your holdings and transactions join everything else, and any assistant you connect can answer from them. You could ask:

• "What is my total across my Freetrade ISA, my pension and my savings?"
• "How much have I put into my Freetrade ISA since April?"
• "Which of my holdings has the largest share of my investments?"
• "What dividends did I receive last tax year?"

Because the memory is shared, a goal you tell Claude about, such as using your ISA allowance, is something ChatGPT knows as well. Era also shows your financial health in figures, with the measures behind them and the analysis that explains what is moving them.

Why upload statements instead of connecting the account?

Statements are a dependable route that works for any account you hold, and they keep a record you control. You can upload one whenever you like, such as at the end of a month or a tax year, and you can include older statements to bring your history in.

Era connects accounts across the US, the UK, Canada, France, Germany, Spain, and 40+ countries in all, and statements fill in the places a live connection does not reach.

Can I do the same for my other accounts?

Yes. The same route works for any broker or bank that gives you statements, and manual accounts are free, so you can build a full picture of your money with documents alone. The guide to adding manual accounts shows the first step, and the best net worth trackers in the UK compares the tools that track the lot.

See adding manual accounts and best net worth trackers in the UK.

Getting started

Create a free Era account, upload your most recent Freetrade statements, and connect an assistant. Then ask it to total your investments. The pricing page lists what each plan includes.