📥 Import Portfolio
Import from Robinhood, M1 Finance, Schwab, Fidelity, Coinbase, and more with auto-detection
1
Load CSV
2
Review & Edit
3
Assign Person
4
Import
Step 1: Load Your CSV File
📂
Click to choose a CSV file or drag and drop here
Supports .csv files
— OR —
Resolve Crypto Symbols
Convert crypto symbols to Finnhub format (BINANCE:XXXUSDT):
Step 2: Review & Edit
Review the parsed data. You can edit any field before importing:
|
Symbol |
Name |
Quantity |
Type |
Action |
Step 4: Confirm Import