Upload Trade Data

Upload your CSV trade files and PDF statements to begin reconciliation.

Drag and drop files here

Or click to select files from your computer

CSVPDF

Instructions

• CSV files should contain trade data with columns for date, symbol, quantity, and price

• PDF files should be brokerage statements or trade confirmations

• Maximum file size: 50MB per file

Example filenames:

• trades_2024_Q1.csv

• brokerage_statement_march_2024.pdf

• options_trades_2024.csv