Hi truetype! We can add pretty much any broker in a matter of hours. Here is a list of supported brokers. Not all have been tested with all asset classes. Haywood Manager Hold Brothers Gray Box Interactive Brokers (Tradelog) Interactive Brokers (TWS Platform) MB Trading Meta Trader Web Export Meta Trader 5 HTML file Ninja Trader 7 Prop Reports Sterling Trader Suretrader Tastyworks ThinkorSwim TT X_Trader What broker/platform do you use?
Great. If you want, sign up and I'll give you a week to try our pro plan to upload your trades and test all features. If you can, send us sample files of Schwab and Vanguard and we'll add to the system for you.
Thanks, appreciate the offer. But for obvious reasons, I'm un-eager to circulate my broker confirms or statements.
Hey Truetype, just saw your message. You can always remove your account numbers from your exported csvs. You can also open a free account and insert trades manually just to see how things look.