Nordsight — learn to invest, properly

Everything in the previous modules was about how to think. This module is about the tool. And the tool is only useful if it can see what you actually hold — not a textbook portfolio, not a model allocation, yourpositions, in the sizes you really own them. So the first job is getting your holdings into Nordsight. That's what this lesson covers.

Before anything else, the one thing that matters most: Nordsight only reads. It looks at your holdings and analyses them. It never places a trade, never logs into your broker, never has permission to move a single euro. Importing is something you do once, on your terms, with data you choose to hand over. Read the next callout before you read anything else.

Read-only — and that's not a feature we can quietly drop

Nordsight is built so that it cannot trade on your behalf, even if it wanted to. You never connect a trading key, never grant order permissions, never give it your broker password. The import is a one-way copy of position data intoNordsight — nothing flows back out to your account. If any tool calling itself an "analyser" ever asks for trade-execution access, that is a red flag and you should refuse. The whole point is that the analysis sits beside your account, not inside it.

Why import at all?

You could read generic market commentary anywhere. The reason to wire in your real portfolio is that it changes the analysis from abstract to about you. A signal that "the semiconductor sector looks stretched" means one thing if you own none, and something very different if 40% of your money sits in two chip names. Nordsight reads the analysis against your actual plan — your real weights, your real concentration, your real exposure — so the output is relevant instead of noise.

It also lets Nordsight notice the gap between what you said your plan was (back in the strategy module) and what you actually hold. That gap is usually where the honest insights live.

What "wiring in" means

A snapshot, not a live wire

Importing gives Nordsight a snapshot of what you hold right now — tickers, rough weights, maybe quantities. It is not a live feed into your broker and it is not a trading connection. When your portfolio changes meaningfully, you re-import to refresh the snapshot. Think of it like handing someone a photo of your holdings to look at, not handing them the keys.

The ways to get your holdings in

There's no single "right" method. Pick the one that fits how much you want to share and how your broker exposes your data. They all end in the same place: a snapshot Nordsight can read.

1
Option A — Paste a public eToro portfolio link
If your eToro portfolio is set to public, it has a shareable link. Paste that link into Nordsight and it reads the holdings the link exposes. This is the lowest-effort option, but it only works if your portfolio is public — and remember that a public portfolio is visible to anyonewith the link, not just Nordsight. If you'd rather keep it private, use one of the next two.
2
Option B — Paste your holdings directly
Type or paste a simple list: ticker and rough weight (or amount). For example, VWCE 50%, AAPL 15%, cash 35%. This shares nothing your broker holds — only what you choose to write down. It's the most private option and is fine if your portfolio is short. The trade-off is accuracy: it's only as good as what you type, so double-check the weights.
3
Option C — Upload a CSV export
Most brokers, eToro included, let you export your positions as a CSV file. Download it, upload it to Nordsight, and it parses the rows into a snapshot. This is the most accurate route for a larger portfolio because the numbers come straight from the broker's own export rather than from memory. You stay in control: you download the file, you choose to upload it.
4
Option D — Upload a screenshot
Snap a screenshot of your portfolio screen and upload it; Nordsight reads the holdings off the image (OCR). Handy when your broker makes exporting awkward. Always check the parsed result against the picture — OCR can misread the odd number.
5
Option E — Enter it by hand
Add positions one at a time in the app. It's the slowest route, but it always works, needs no export or public link, and it's the option available on the free tier — so if nothing else fits, this one will.

On privacy and your data (EU)

Whichever route you pick, you decide what to hand over — importing is your choice, not something that happens in the background. Imported holdings are handled per Nordsight's privacy policy; read it if you want the specifics on storage and retention. As a rule of thumb: share the least that still lets the analysis be useful. For most people that's the CSV or the pasted list — both keep your portfolio out of a public link.

Which one should you use?

A quick way to decide: how big and how private is your portfolio?

Small and simple (a handful of positions): paste them directly. Fastest, most private, accurate enough.
Larger or many positions:use the CSV export. The numbers come from the broker, so you won't fat-finger a weight.
Already public and you don't mind it:the link is the least effort — but don't make a private portfolio public just to use it. Use the CSV instead.

Try first

A tool you're considering says: "Connect your eToro account so we can analyse and auto-rebalanceyour portfolio for you." How should you read that, given what you know about how Nordsight works?

Keeping the snapshot honest

A stale snapshot gives stale analysis. If you've bought or sold something meaningful since your last import, re-import before you lean on what Nordsight tells you — otherwise it's reading against a portfolio you no longer hold. You don't need to do this daily; a refresh after any real change to your positions is enough. The analysis is only as honest as the snapshot behind it.

What's next

Your portfolio is wired in and read-only — now you can actually use it. The next lesson covers reading the Signals feed: what each signal is telling you, how to read it against your own holdings, and — just as importantly — when a signal is noise you should ignore. That's where the import you just did starts to pay off.