Upload Your Portfolio

Export data from your brokerage and upload the CSV files here.

1
Select
2
Map
3
Confirm
4
Done

Drag and drop a CSV file here

or click to select a file

Supported: Fidelity, Vanguard, Schwab, or any CSV with account, ticker, and shares

How to export from your brokerage

Vanguard

  1. Go to My dashboard
  2. Click Holdings
  3. Click Download center
  4. Select "A spreadsheet-compatible CSV file"
  5. Choose any date range (1 month works fine)
  6. Select all accounts you want to include

Fidelity

  1. Go to Accounts & Trade → Portfolio
  2. Click Positions tab
  3. Click the Download icon (spreadsheet with arrow)
  4. Select CSV format

Schwab

  1. Go to Accounts → Positions
  2. Click Export in the top right
  3. Select CSV format

Other Brokerages

Export a CSV with columns for account number (last 4 digits is fine), ticker/symbol, and shares. We'll help you map the columns if needed.