Trade Import & Positions
feature: AI-powered trade import from any brokerfeature: Positions page with cost base tracking
Getting your trade history into Trade Thesis is now effortless. Copy your trade data from any broker — CommSec, Stake, SelfWealth, CMC, NABTrade, Interactive Brokers — paste it in, and our AI-powered extractor handles the rest, pulling out dates, quantities, prices, and fees automatically. Review the extracted trades before confirming.
Once imported, your Positions page shows every holding with cost base and parcel breakdowns. See at a glance what you hold and what you paid, all connected to the hypotheses and research that led you there.