Bring every account into one view
Add holdings from any broker in minutes. Prices and values are always recomputed from live market data.
Try the live demo →Screenshot import (AI)
Upload screenshots of your positions from any broker app. AI reads them and you check the result before saving.
Import a screenshotCSV / spreadsheet
Upload a holdings export or paste it in. We look for symbol and quantity columns, plus cost if present.
Import a CSVDirect broker sync
Read-only connection through a regulated connection partner. We never see your broker password.
Supported brokers
Broker names only identify the institution and do not imply any partnership or endorsement. Sync availability may change.
Don't see your broker?
Screenshot import works with any broker's holdings screen, so you can start today. Want it added to the list? Send us a request.
Yes. Imports only read holdings. Nothing here can place trades or move money.
No. Images are processed in memory to read the holdings and are never saved.
Always. You see the extracted holdings in an editable table and nothing is saved until you confirm.
Anytime. Delete a portfolio or your whole account from the app.
Educational information, not investment advice.