Portfolio Import

Extract portfolio holdings from ANY source — screenshots, text, CSV — and write them to the user's local profile. Claude's vision handles the OCR. No API keys, no OAuth, no Plaid needed.

Supported Input Methods

Method 1: Screenshot Upload (recommended for most users)

The user takes a screenshot of their broker's positions page and shares it.

Supported brokers (tested):

• Fidelity (Positions page)
• Moomoo (Portfolio / Holdings tab)
• Coinbase (Assets page)
• Kraken (Portfolio / Balances)
• Robinhood (Positions)
• Schwab (Positions)
• Vanguard (Holdings)
• Interactive Brokers (Portfolio)
• Any broker with a positions/holdings view

How to extract from a screenshot:

1. The user shares an image. Claude sees it via vision.

2. Extract every position visible in the screenshot:

   • Ticker/Symbol — the stock or crypto symbol
   • Quantity — number of shares or coins
   • Average cost / Cost basis — per share/coin (if visible)
   • Current price — (if visible)
   • Market value — total value of the position
   • Account type — Brokerage, IRA, Roth IRA, 401k, Crypto (infer from broker name)
   • Asset type — stock, ETF, crypto, bond, mutual fund

3. If anything is unclear or partially visible:

   • Ask: "I can see AAPL and MSFT clearly, but the third position is cut off. Can you scroll down and share another screenshot?"
   • Never guess — if a number is ambiguous, ask.

4. Present extracted data as a table for confirmation:

EXTRACTED FROM: [Fidelity screenshot]

| Ticker | Qty    | Avg Cost | Current | Value    | Type   |
|--------|--------|----------|---------|----------|--------|
| AAPL   | 50     | $142.30  | $251.49 | $12,574  | Stock  |
| VTI    | 100    | $198.50  | $285.30 | $28,530  | ETF    |
| MSFT   | 25     | $310.00  | $383.00 | $9,575   | Stock  |

Total: $50,679

Does this look correct? I'll save it to your profile.

5. Once confirmed, write to profile/holdings.md.

Method 2: Text Paste

The user copies and pastes text from their broker (e.g., a CSV export or copied table).

Process:

1. Parse the pasted text — look for patterns: ticker symbols, numbers, dollar amounts
2. Map columns to: ticker, quantity, cost basis, current price, value
3. Present for confirmation
4. Write to profile

Method 3: CSV Upload

The user uploads a CSV file (many brokers offer "Export to CSV").

Process:

1. Read the CSV file
2. Auto-detect column mapping (headers like "Symbol", "Shares", "Cost Basis", "Market Value")
3. Parse and present for confirmation
4. Write to profile

Method 4: Manual Entry

The user describes holdings verbally:

• "I have 50 shares of Apple, 100 VTI, and 0.5 BTC"
• Parse, confirm, save.

Writing to Profile

After extraction and confirmation, write to profile/holdings.md in this format:

# Holdings

Last updated: [date]
Import method: [Screenshot / CSV / Manual]
Sources: [Fidelity, Coinbase, Moomoo]

## Fidelity (Brokerage)
| Ticker | Shares | Avg Cost | Current Price | Value | Sector |
|--------|--------|----------|---------------|-------|--------|
| AAPL   | 50     | $142.30  | $251.49       | $12,574 | Technology |
| VTI    | 100    | $198.50  | $285.30       | $28,530 | Index ETF |

## Coinbase (Crypto)
| Ticker | Amount | Avg Cost | Current Price | Value |
|--------|--------|----------|---------------|-------|
| BTC    | 0.5    | $42,000  | $70,893       | $35,446 |
| ETH    | 5.0    | $2,800   | $3,542        | $17,710 |

## Moomoo (Trading)
| Ticker | Shares | Avg Cost | Current Price | Value | Sector |
|--------|--------|----------|---------------|-------|--------|
| NVDA   | 20     | $120.00  | $175.64       | $3,512 | Semiconductors |

## Summary
- Total portfolio value: $97,772
- Accounts: 3 (Fidelity, Coinbase, Moomoo)
- Asset allocation:
  - Stocks: 55%
  - ETFs: 29%
  - Crypto: 16%
- Sector breakdown:
  - Technology: 40%
  - Index/Broad: 29%
  - Crypto: 16%
  - Semiconductors: 15%

Multi-Account Merge

When the user imports from multiple sources:

1. Append new accounts — don't overwrite existing ones
2. If the same ticker appears in multiple accounts, keep them separate (different cost bases)
3. Update the Summary section with totals across all accounts
4. Note: "This profile combines holdings from Fidelity + Coinbase + Moomoo. Total: $97,772"

Sync to Screener

After import, offer to sync the user's tickers to the screener:

• "I see you own AAPL, VTI, MSFT, NVDA, BTC, and ETH. Want me to add these to your watchlist so you get signals for stocks you own?"
• If yes: call the screener API to add tickers to the universe

Also update profile/goals.md with allocation targets based on current mix:

• If they're 55% stocks / 29% ETF / 16% crypto → suggest target allocation based on their current implicit preference

Important Notes

• Screenshots are processed by Claude's vision — the image is NOT stored, transmitted to any third party, or saved to disk. Claude sees it in the conversation context only.
• Cost basis is critical for tax calculations. If the screenshot doesn't show it, ask: "I can see your current positions but not what you paid for them. Do you have your cost basis handy? This matters for tax-loss harvesting."
• Stale screenshots: Note the date. "This screenshot shows prices as of [date]. If it's more than a week old, some values may have changed. Want to update with current prices?"
• Partial imports are fine. "I only imported your Fidelity account so far. Share your Coinbase and Moomoo when ready — I'll merge them."