TERMINAL

Portfolio onboarding

Import quickly, review precisely, and apply with full control.

Start from a broker export, spreadsheet, pasted statement, or screenshot. Parsed positions stay visible for review before anything is written to the portfolio.

Review before apply

Every parsed position stays visible before confirmation.

Privacy-first

Guest mode works locally before you decide to connect an account.

Broker files, spreadsheets, screenshots

CSV, Excel, JSON, pasted text, and screenshots are supported.

  1. Step 1
    Input1
  2. Step 2
    Preview2
  3. Step 3
    Confirm3
Control modelWaiting for input
Parse
Verify
Apply

Portfolio intake

Import with review before apply.

Paste a statement, drop a file, or upload a screenshot. Parsed rows stay editable and visible before they can affect the portfolio.

Guest mode available

Import source

Drop a broker file or paste holdings data.

Use broker exports, spreadsheets, pasted statements, or screenshots. The parser prepares a reviewable position set before import.

Include symbols and quantities on each line for the cleanest parse.

0 chars

Example inputs

Use these as formatting references if you want a fast parse on the first attempt.

Shortcut: Cmd/Ctrl + Enter

Press Cmd/Ctrl + Enter