Import portfolio
Upload a broker CSV export or a screenshot of your holdings. We'll parse them automatically so you can review 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