Import portfolio
Upload a broker CSV export or a screenshot of your holdings. We parse them automatically so you can review every row before saving.
Upload CSV
Export your holdings from your broker and drop the file here. We auto-detect most column layouts (Schwab, Fidelity, IBKR, etc.).
Supported column names (sample)
Symbol, Quantity, AvgCost, MarketValue, Currency Ticker, Shares, Avg Price, Mkt Value, Curr Stock, Qty, Cost Basis, Value, USD