Upload a CSV file to analyze your portfolio
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Upload your portfolio data in CSV format. We'll automatically analyze and provide insights.
Supports CSV files up to 10MB
Select your broker to see format requirements
You can also upload a file first and we'll try to auto-detect your broker
Select your broker above to get the exact format requirements and download a sample CSV file.
We support major brokers like Fidelity, Schwab, TD Ameritrade, E*TRADE, Vanguard, Robinhood, and Interactive Brokers.