Import positions

Paste your broker's positions export, or drop a screenshot of the positions screen. Nothing is saved until you confirm the rows below. Stock and cash rows are ignored; only options come across.

CSV export

Schwab, Fidelity, E*Trade, Robinhood, tastytrade, thinkorswim and Webull exports are recognised. Any file with a contract, a quantity and a price will do.

Choose a file

Screenshot

A screenshot of the positions screen, from the app or the website. The model reads the rows; every contract is then re-checked here before it can be saved.

Screenshot reading needs ANTHROPIC_API_KEY on the server. CSV import works without it.