Import brokerage data

Upload CSV, JSON, or OFX/QFX exports from your broker to create holdings and transactions. Dedupe, cash handling, and dry-run previews are supported.

Statement upload

We’ll normalize rows, skip duplicates, and adjust holdings.

csv / json / ofx

Drop a statement file or click to browse

Max 5 MB • UTF-8 preferred

Format

Default asset type

Adjust cash

Debit/credit cash for buys and sells.

Skip duplicates

Ignore rows matching existing quantity/price/date.

Dry run / preview

Parse only; don’t write to the database.

File expectations

• CSV/JSON keys: symbol, quantity, price, action(buy/sell), currency, trade_date, fees(optional).
• OFX/QFX: standard investment transactions are supported; fees and memos are imported when present.
• Dedupe uses symbol + type + qty + price + date + currency. Toggle off to re-import everything.
• Deposits/withdrawals become cash entries for the statement currency.