Step 1
Parse
Paste text, upload CSV/Excel/JSON, or drop a screenshot. AI extracts symbols, quantity, dates, and prices.
2-minute onboarding
How It Works
Portfolio Terminal gets you from raw broker data to usable analytics fast, without hiding what is imported. The whole flow is designed to reduce friction and keep trust high.
Step 2
Verify
You review parsed rows, fix anything in-line, and choose import mode: snapshot replace or additive merge.
Step 3
Apply
We apply changes, keep a clean state, and move you straight to your live portfolio analytics dashboard.
What you get immediately
- No manual re-entry of broker statements.
- Clear control before database write.
- Fast path to first portfolio insights.
What you unlock after import
Import hub
Use the broker import hub when you want the transaction-ready entry point first.
Portfolio tracker
Move from import to ongoing portfolio review in one workflow.
Value at Risk
Use Value at Risk as part of your day-to-day portfolio monitoring.
Drawdown monitoring
Track peak-to-trough losses with more context than a spreadsheet can offer.
Dividend tracker
Keep income visibility next to your holdings, risk, and allocation data.