Import

In-browser storage All your brokers, in one view Accountant-ready
Why it helps
One view across brokersCombine broker exports into one portfolio instead of stitching platform-by-platform.
Cleaner accountant handoffExport a single packet with parcel-level CGT and income breakdowns already reconciled.
Read the broker export guide
Import
Upload broker files
Files stay on this device. You can add more files later in this session.
Supported brokers
IBKRCMC MarketmoomooWebull

Preview the combined dashboard and export workflow before you import real holdings.

Drop files here

Drop files here or choose from disk

Supported broker CSV or Excel exports, or a portfolio backup.
InvestBuddy never sends your financial data off this device.