| Symbol | Shares Held | Avg Cost/Share | Current Cost | Realized Cost | Total Proceeds | Total Dividends | Latest Price | Price As Of | Est. Market Value | Unrealized | Update |
|---|
| Date | Type | Symbol | Description | Shares | Price/Share | Fee | Cash Flow | Notes |
|---|
The following transactions will be deleted. Uncheck any you want to keep.
| Date | Type | Symbol | Description |
|---|
CSV columns: symbol, priced_at, price, note. Also supports Date + Close files (symbol inferred from file name or selected symbol). Only one price per symbol/day is kept; newer imports overwrite older rows for that day.
| Symbol | Validated At | Price | Note | Actions |
|---|
An existing unlinked transaction was found on that matches this transfer. Link it instead of creating a duplicate?
Would you like to create a new corresponding transaction in the other account?
Supported formats: OFX/QFX (recommended) and CSV.