User guide

How to use Perfi

Upload your bank and broker PDF statements and Perfi turns them into spending insights and a live portfolio — parsed deterministically, with nothing shared with third parties. New here? Start with Getting started; it takes about five minutes.

1. 1Getting startedRegistering, verifying your email, your first account and statement.
2. 2AccountsAdding bank, card, and brokerage accounts; archiving.
3. 3Uploading statementsThe upload wizard, supported banks, duplicates, troubleshooting.
4. 4TransactionsBrowsing, filtering, tagging, remarks, CSV export.
5. 5Spending dashboardEvery metric card explained, date ranges.
6. 6InvestmentsPortfolio value and P&L, recording trades, Webull import, prices.
7. 7Settings & privacyPassword, account deletion, what Perfi stores (and deletes).
8. 8FAQ & troubleshootingCommon questions and error messages.
9. 9Administrator guideFor whoever runs the server.