Documentation

Quick Start

Import positions from a broker statement, review the detected rows, and confirm your portfolio in three steps.

Prepare your data

Copy your holdings from a broker statement, spreadsheet, or plain-text summary. The import flow works best when each row includes a symbol, quantity, and price.

AAPL    10    178.50
MSFT    25    412.30
PE500.PA    50    42.15

You can also use free text, CSV, or JSON. If you have purchase dates and fees, include them when possible to improve historical performance reconstruction.

Tip

The parser handles natural language reasonably well, but cleaner source data still leads to faster review and fewer manual corrections.

Paste and parse

Open the Import Hub, paste your source data, and let the import flow identify symbols, quantities, prices, and optional transaction dates.

The parser accepts free text copied from broker interfaces, spreadsheet rows, and structured formats. When the input is ambiguous, you will see review states instead of silent assumptions.

Free text

Best for quick copy-paste from broker dashboards or email summaries.

CSV or spreadsheet

Best when you want predictable columns and cleaner review.

JSON

Best for structured integrations or repeated internal workflows.

Review and confirm

Check the rows flagged for review, confirm mappings, and only then finalize the import.

Prioritize rows with missing symbols, prices, or suspicious quantities.
Confirm execution dates if you want a more accurate equity curve.
Review fees and currency details when your source includes them.

Recommended workflow

Validate ambiguous rows first, then review totals against your broker statement before confirming the import.

Next step

Once your portfolio is imported, move to the features guide to understand the analytics and workflows available in the product.

Read the features guide