Nothing is saved until you check every row.
We read the positions download from Fidelity, Schwab, Vanguard, Robinhood, E*TRADE, Morgan Stanley, Interactive Brokers, Webull and M1, and any other CSV with a ticker and a shares column. Screenshots of your holdings screen work too, up to 4.
No account needed to try it. Nothing connects to your broker.
That's a wrap.
Market opens Friday, Nov 13 at 9:30 AM ET