Import
In-browser storage All your brokers, in one view Accountant-ready
Why it helps
One view across brokers
Combine broker exports into one portfolio instead of stitching platform-by-platform.
Cleaner accountant handoff
Export a single packet with parcel-level CGT and income breakdowns already reconciled.
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.