Drop files hereor click to browse

CSV from Chase, Fidelity, Schwab — or PDFs/statements (Fanduel, prediction markets) extracted via AI

Position Imports

Realized Gain/Loss Imports

External P&L

AI-extracted

How it works

• Position files are merged with your Schwab live data — all prices refresh via Schwab quotes
• Toggle visibility to include or exclude an import without deleting it
• Chase options (e.g. "AAPL CALL 03/06/26 $275") are auto-detected and categorized
• Realized G/L files populate the Performance page's YTD realized P&L
• PDFs and statements (Fanduel, prediction markets) are extracted via AI into External P&L — a separate ledger, never merged into securities P&L
• If the AI can't reconcile its numbers, the import is flagged for review — never accepted silently