Import
Bring your data in.
Drop a spreadsheet, upload a bank statement, or snap a photo with your phone. Everything runs locally in your browser.
Drop a spreadsheet here, or click to browse
Accepts .xlsx, .xls, .csv — multi-sheet workbooks supported
Step 2 · Choose sheet and entity type
Step 3 · Map columns
Step 4 · Preview
0 rows ready to import
Upload PDF
.pdf up to ~20 MB
Statement type
All processing happens in your browser. The PDF never leaves your device.
Detected transactions
Review before saving — deselect anything that's wrong.
| Date | Description | Type | Amount |
|---|
0 selected · 0 detected
Detected holdings
Tick the rows you want to import. The script name becomes the asset name.
| Script | Qty | Value | As of |
|---|
0 selected · 0 detected
Upload image
JPG, PNG, WebP
Use camera
Mobile permission required
Position the statement within the frame and tap capture.
Image
OCR Progress
All processing happens in your browser. The image never leaves your device.
Detected entries
Review before saving — deselect anything that's wrong.
| Date | Description | Type | Amount |
|---|
0 selected · 0 detected
Import a JSON backup to restore your full portfolio state, or export the current state to back it up.
Restore from backup
Replaces your current data
Export current data
JSON or CSV format