Sheetlot
One clean schema from every broker CSV, every month.
Normalize Schwab, Fidelity, IBKR, and Robinhood exports for Sheets / PnL cleanup—without remapping columns every statement cycle.
Trade/PnL ledger cleanup for Sheets and accountant handoff. Not tax advice. Not a TurboTax importer. $19/mo.
Broker exports
schwab.csv fidelity.csv ibkr.csv robinhood.csv → detect + map → tie-out totals → MoM exceptions
Pro deliverables
Sheets CSV full ledger accountant zip MANIFEST hashes saved maps next month
Free vs Pro
What you get at $19/mo
Free preview runs the detect/map/exception/totals pipeline. Pro unlocks the Sheets CSV, full ledger, and accountant handoff zip for the statement cycle.
Free: maps · exceptions · totals · MoM counts · 10-row previewPro: Sheets CSV · full ledger · handoff zip · workspace priors