Import any broker export through your AI.

How do you import a broker export into Worthbase?

1. Download an export from your broker. A transaction history CSV is best, because it has every buy, sell, fee and dividend. A PDF statement or a screenshot of your holdings also works.
2. Give it to your AI. In Claude, ChatGPT or another app with Worthbase connected, attach the file and say what it is. Your AI maps the columns into trades, income and fees, and checks the closing holdings against the statement.
3. Check the preview, then approve. Worthbase shows new holdings, the trades it will record, duplicates it skipped, conflicts, warnings and whether the result matches the statement. Say yes and it's saved in one step. If something's wrong, undo the whole import later.

Here's my broker's transaction history for 2025. Add it to Worthbase,
check the closing holdings against the statement, and show me the
preview before saving anything.

Step-by-step guides for popular brokers

Your AI can import from any broker. For these, the guides show exactly what to download and how the export is laid out.

What about other brokers, banks and statements?

Any readable file works: other brokers' CSVs, a retirement or pension statement, a loan statement, a property valuation, a bank balance, a spreadsheet you keep yourself, or a screenshot from a banking app. Your AI does the reading, so no import template is needed. Check the preview carefully the first time you import a new kind of file.

Tips for a clean import

• One file, one import. Keep each source document as its own import, so a mistake in one never forces you to undo another.
• Start from the beginning. Cost bases need your buys. If you don't have the early history, record opening balances with an unknown cost base and complete them later.
• Reconcile. Ask your AI to check the closing units against the statement. A mismatch usually means a missing file or a corporate action.
• Re-importing is safe. Rows already recorded are recognised as duplicates and skipped.

Questions