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Finally figured out how to import and automatically match with market data (almost any) stock and ETF trades from brokerage statements 🙌
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send broker transactions 2020 to accountant #life
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Add import/export data for #superx
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ask accountant to send money to broker #life
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open brokerage account
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submit documents for broker account to buy ETFs and bonds on business account #life
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transfer business bank balance into business trading broker #life
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Send files to accountant #contracting
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Send files to accountant #contracting
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send dividends to broker #life
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Add brokerage fees to the trades table in #simpleportfolio dashboard
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transfer money to broker to put in ETFs #life
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get broker account submitted for approval #life
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Import this years accounts data #watchtower
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export 2021 bank statement to send over for filing #tawsum
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finally set up new brokerage account to test moving from overpriced (but relatively reliable) broker #life
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send dividends to broker to buy ETFs #life
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get broker statement for account year 2022 #life
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started import #zap
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get accepted by broker #life
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