Download portfolio activity from your investment firms into your general ledger. Our software can accelerate the process of posting investment transactions like buys, sells, dividend income, interest income, and more. The platform allows you to:
- Retrieve portfolio transactions directly from popular investment firms. See partial list »
- Accelerate the reconciliation process by memorizing common and recurring transactions.
- Work with institutions offering downloads in OFX, QFX, TRN or certain CSV formats.