BRING YOUR DATA

How would you like to start?

Choose a source. We’ll show what works today and exactly what comes next.

Broker relationship

Select your existing broker relationship to plan your reporting workflow. Access and legal entity must be reviewed separately.

This selection plans a connection. It does not relabel the broker names inside your file or connect an account.

1. Choose a file2. Review the data3. Open your ledger

My file uses different column namesChoose sample file

CSV, XLSX or JSON · 1 MB max · 5,000 rows · USD only

Use the template, or select different column names to map your file. Periods must be YYYY-MM. Unknown expected commission can stay blank.

Sample files only. No upload to a server. Refreshing this page clears your work.