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The page behind this dialog is live. Create a free account or sign in and you'll land right back on it.
Upload a CSV from your broker — we auto-detect Schwab, Fidelity, Vanguard, Robinhood, Interactive Brokers, and 13 other formats. Or paste plain ticker + shares lines and skip the export entirely.
CSV files are parsed locally in your browser. Only validated trades are sent to the server. You can undo any import from the review screen.