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

Bring your existing relationship. Start with a statement template or request a review of your API or investor-access requirements.

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.