ValuationViz Portfolio Importer

Send positions from Fidelity, Schwab, Vanguard, Robinhood and other brokers to ValuationViz. Reads the page only when you click it.

Send the positions on your broker's account pages to your ValuationViz portfolio in one click, instead of typing them in or downloading files. Works on the positions pages of most major US brokers. How it works 1. Open your positions page at your broker. At Fidelity, choose "All accounts" to get every account at once. 2. Click the extension's icon. It lists each account it found and how many positions it holds. Uncheck any you don't want to send. 3. Click Send. Your ValuationViz review page opens and shows what's new, updated or no longer held in each account. Nothing is saved until you click Import. Sending an account again updates it instead of adding duplicates. Privacy • Reads the page only when you click the icon, and only in that tab. • Read-only: never trades, clicks, types or submits anything on your broker's site. • Never reads or stores your broker password, and keeps only the last 4 digits of account numbers (3 at Schwab). • Your positions go only to your own ValuationViz account. They're never sold or used for advertising. Privacy policy: https://valuationviz.com/privacy You need a ValuationViz account; you can sign up the first time you send. Not affiliated with any of these brokers.