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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.
Live read-only brokerage sync is rolling out — connected accounts keep positions and cost basis in step automatically. Until yours is eligible, CSV import works today: we auto-detect Schwab, Fidelity, Vanguard, Robinhood, Interactive Brokers, and 13 other formats, or paste plain ticker + shares lines.
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.