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💡 Recommended: Copy & Paste from Schwab
- Open Positions in your Schwab account
- Click in the table, press Ctrl+A to select all, then Ctrl+C
- Paste below — the parser detects tab-separated columns automatically
Also accepts: simple space-separated lines like NVDA 50 125.50
Upload broker statements (PDF, CSV, TSV) or clear table screenshots (PNG, JPG, WebP). Digital PDFs and CSVs are parsed instantly; scanned documents and images are extracted via in-browser OCR.
📄 📊 📷
Click to select broker statements (PDF, CSV) or screenshots, or drag & drop files here
Supports PDF Statements (Digital & Scanned), CSV / TSV Exports, PNG, JPG, JPEG, and WebP (Multiple files per session)
Selected Statements & Files (0)
Initializing Statement & Vision Engine...
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✓ Extracted Holding(s)
Review and adjust values below before merging into your portfolio.
| Status |
Ticker * |
Asset Name |
Qty * |
Avg Cost ($) |
Price ($) |
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