Broker Connect

Connect your Excel spreadsheet to your broker and investment accounts and easily download your portfolio, account data, transaction history & more.

I'm Interested!

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Multiple Accounts

Connect to multiple broker accounts.

Supported Brokers

We support all your favorite brokers.

Easy to use

Nore more copying and pasting data or downloading files.

Works Everywhere

Built for desktop and mobile; use it on your PC, Mac, iPad and more.


Which brokers and investment firms will I be able to connect to?
We expect to launch with connectors to Interactive Brokers, Alpaca, TD Ameritrade, Tradier and Tradestation.
When will it be available?
We are on schedule to launch during December 2022.
How can I be notified when it is available?
Press the green "I'm Interested" button above and we'll let you know as soon as it's available.