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QUICK START

Position import via AI Smart Import in 3 steps.

STEP_01

Copy from Broker

Copy position text from your broker (Robinhood, Interactive Brokers, Degiro, etc.)

Example Input:

AAPL    10    178.50    Actions US
MSFT    25    412.30    Actions US  
PE500.PA  50   42.15    ETF PEA

STEP_02

Paste into Smart Import. LLM analyzes and extracts automatically.

PRO_TIP

The LLM understands natural language: "bought 10 Apple at $150 on March 15"

EQUITY_CURVE

Include purchase dates in your text for accurate equity curve and historical performance calculation.

symbol,quantity,price,date,fee
AAPL,10,150,2024-03-15,5

STEP_03

Review detected positions (LOW confidence level) and confirm.

IMPORT_COMPLETE

Positions synced with real-time Yahoo Finance prices.

[ INPUT FORMATS ]

I bought 10 Apple at $150 on March 15, 2024
50 MSFT @ $380 + $5 fees
0.5 Bitcoin bought yesterday

symbol,quantity,price,date,fee
AAPL,10,150,2024-03-15,5
MSFT,50,380,2024-01-10,10
BTC-USD,0.5,45000,,

[
  { "symbol": "AAPL", "quantity": 10, "avgPrice": 150 },
  { "symbol": "BTC-USD", "quantity": 0.5, "currency": "USD" }
]