Import your holdings
- 01Choose the fileExcel or CSV
- 02Match the columnsReview the detected fields
- 03Check the valuesRow by row
Drop your holdings sheet here
.xlsx, .xls or .csv · read on your machine, never uploaded
Not sure of the format?
Any column order works — you match them in the next step. If you
would rather start from ours, it carries symbol, company name, average cost, shares held
and profit or loss.
Import from brokerage screenshots
Add one or more screenshots. We read them on this device and flag duplicate files or tickers before anything is saved.
Screenshot review
Your holdings, reconstructed
We group the broker text into individual holdings and calculate the useful context. Confirm the highlighted fields—nothing is saved yet.
View OCR transcript for troubleshooting
Which column is which?
—We have guessed from your headings. Correct anything we read wrongly — the three rows beside each choice are your own data, so you can see what you are picking.
Does this look right?
Every value is editable. Anything this desk cannot read is marked, and nothing syncs until those are fixed.
| # | Symbol | Company name | Average cost | Shares | Profit / loss | Matched against |
|---|