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Drop a brokerage screenshot to sync holdings and trades·Wealthsimple, Questrade, and IBKR formats supported

PNG, JPG, or WebP up to 20MB. We extract symbols, quantity, and value, then you confirm before syncing to the portfolio.

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4 steps

Scan image

The uploaded screenshot is parsed for visible holdings rows.

Match symbols

Extracted tickers are validated against the TSX/CDR universe.

Build changes

Detected rows are transformed into holding updates.

Confirm sync

You review and approve before writing to your portfolio.

OCR is assistive only. You should confirm all quantities and symbols before sync.

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