Connect InvertirOnline to your portfolio
Your InvertirOnline holdings land in your Celsmar portfolio and update every night. Celsmar only reads them: it never sends orders or moves money.
What you need
To connect InvertirOnline we ask for these API details. You paste them into your portfolio and we store them encrypted:
- InvertirOnline username
- Password
Where to create it at InvertirOnline
First enable the API in InvertirOnline: My Account → Personalization → APIs. Your password is used only once to get temporary access and is not stored.
How to connect InvertirOnline, step by step
- Create the key at InvertirOnlineFirst enable the API in InvertirOnline: My Account → Personalization → APIs. Your password is used only once to get temporary access and is not stored.
- Paste it into your portfolioIn Celsmar, open Portfolio, click Connect broker and pick the broker. We check the key works by reading your holdings before storing it.
- Review and importYou see every holding with its quantity and average price before importing it. From then on, whatever you buy or sell is recorded every night, and anything you entered by hand is left alone.
What Celsmar reads from InvertirOnline
Your stock and ETF holdings, with their quantity and average purchase price. If the broker does not give the average price of a holding, we ask you for it before importing instead of making it up.
Security
The key is stored encrypted with AES-256 on servers in the European Union and never goes back to your browser. Disconnect whenever you like and it is deleted.
Frequently asked questions
Can Celsmar trade in my InvertirOnline account?
Celsmar never sends orders or moves money. InvertirOnline does not offer read-only keys, so the key you create could also trade: we warn you before storing it and Celsmar only uses it to read your portfolio.
How often does my InvertirOnline portfolio update?
Every night, automatically, and whenever you press Sync in the portfolio (at most once a minute). Whatever you buy or sell at the broker is recorded on its own.
How much does connecting InvertirOnline cost?
Connecting brokers is part of the Pro plan, with up to five brokers at a time; on Enterprise, as many as you like. On Free you can see the brokers and how they connect.
What if I would rather not create a key at InvertirOnline?
You can import a InvertirOnline statement as CSV or Excel, or a screenshot of your holdings, and review them before they go into the portfolio.
Other brokers in Latin America
Your portfolio, up to date on its own
Connect your broker in a couple of minutes and stop typing in every buy and every sell.
Connect InvertirOnline →Celsmar has no commercial relationship with InvertirOnline; trademarks belong to their owners. This is information on how to connect your account, not financial advice.