Paste your trade history from any broker
Copy rows from your broker, paste them in, and an AI extractor pulls out dates, quantities, prices, and fees. Review everything before it is imported.
The problem
Every broker exports a different shape, and none of them match what your tracking spreadsheet expects. Getting a few years of history in usually means an afternoon of manual retyping, which is why most people never do it.
How it works
- 1
Copy from your broker
Open your trade history or confirmations, select the rows including the header, and copy. Works with CommSec, Stake, SelfWealth, CMC, NABTrade, Interactive Brokers, and others.
- 2
Paste and extract
The extractor reads the format rather than requiring a specific one, and pulls out dates, quantities, prices, and fees.
- 3
Review before importing
Every extracted trade is shown for you to check and edit first. Nothing is written to your portfolio until you confirm it.
Why it matters
Cost base is the input everything downstream depends on — positions, parcels, and every CGT (Capital Gains Tax) calculation you will ever run. Getting history in accurately is the unglamorous step that makes the rest of the platform trustworthy, which is why the review stage exists rather than importing straight through.
Works well with
CGT Calculator
A what-if calculator for Australian CGT (Capital Gains Tax) with a per-parcel FIFO (First In, First Out) breakdown, the 50% discount threshold marked, and a sell-today versus wait comparison.
Hypotheses
A structured investment thesis with a measurable target, the catalysts that would prove it right or wrong, and a lifecycle that runs from draft to a definitive outcome.