Step 1
Parse
Paste text, upload CSV/Excel/JSON, or drop a screenshot. AI extracts symbols, quantity, dates, and prices.
2-minute onboarding
How It Works
Portfolio Terminal gets you from raw broker data to usable analytics fast, without hiding what is imported. The whole flow is designed to reduce friction and keep trust high.
Step 2
Verify
You review parsed rows, fix anything in-line, and choose import mode: snapshot replace or additive merge.
Step 3
Apply
We apply changes, keep a clean state, and move you straight to your live portfolio analytics dashboard.
What you get immediately
- No manual re-entry of broker statements.
- Clear control before database write.
- Fast path to first portfolio insights.