Guides

Step by step instructions for the things you will actually do.

• Importing a DeGiro CSVDeGiro does not offer an API, so your portfolio comes in as a CSV export. Getting the right file, with the right date range, is what makes the difference between accurate figures and quietly wrong ones.
• Connecting a crypto exchangeBitvavo, Coinbase and Kraken connect with read-only API keys and then sync on their own. Here is how to create a key safely and what to do when one stops working.
• Adding a manual assetAnything that cannot be connected goes in by hand: property, metals, a business stake, a loan. How valuations work, when Gylder prices something for you, and when it deliberately does not.
• Adding a propertyA house is usually the largest thing on a Dutch balance sheet. Adding one takes the property, its valuation history and an optional mortgage in a single flow.
• Tracking a mortgageDutch mortgages are usually several loan parts with different types, rates and end dates. Gylder models them as parts, so the schedule, the interest split and extra repayments all behave the way your lender does.
• Transactions and categorisationTransactions are categorised automatically, and Gylder learns from your corrections. Here is how that works, why some transactions are excluded from spending, and how to see why a category was chosen.
• Creating filtersA filter is a saved slice of your portfolio, built from asset classes and your own tags. Understanding how blocks combine is the difference between a filter that works and one that quietly matches everything.
• Tagging holdingsTags are your own labels on top of Gylder's categories. They become a dimension you can slice the portfolio by, which is how you see performance by strategy rather than by asset class.
• Exporting and deleting your dataYou can download everything Gylder holds about you, or delete your account permanently. Both are self-service, and deletion works by destroying the key rather than hunting through rows.
• Alerts and notificationsFive things Gylder can tell you about without you opening it, what each one actually watches, and why the sync-failure alert is the one worth leaving on.
• Plans and what changesWhat each plan includes, what happens when a trial ends, and what a downgrade does to accounts you have already connected. Your data is never deleted for billing reasons.