Managing portfolios across multiple brokers just got a lot easier. Our new Smart CSV Import feature automatically detects your broker's export format and maps columns to the right fields.
We support 20+ broker formats including Interactive Brokers, Fidelity, Schwab, TD Ameritrade, Degiro, Trade Republic, and many more. If your broker isn't supported, the intelligent column mapper will suggest the best matches.
The import wizard includes a preview step where you can review and edit data before importing. Duplicate detection ensures you won't accidentally import the same transactions twice.
Multi-file support lets you merge exports from different brokers or time periods into a single import batch. All transactions are automatically categorized by asset class and tagged with the source broker.