Sheetlot

Guides

Long-tail playbooks for broker CSV cleanup, multi-account merges, and monthly Sheets ledgers.

  • Schwab CSV → clean Sheets schema

    Merge and normalize Charles Schwab transaction CSVs into a clean Sheets schema. Map columns, unify with other brokers, download one file.

  • Fidelity CSV → Google Sheets

    Normalize Fidelity transaction CSVs for Google Sheets. YOU BOUGHT → BUY, Run Date → date, merge with Schwab/IBKR.

  • Merge IBKR + Schwab exports

    Combine Interactive Brokers and Schwab trade CSVs into one normalized file with broker tags and cross-account timing flags.

  • Normalize Robinhood CSVs (and merge)

    Normalize Robinhood activity CSVs and merge them with Schwab, Fidelity, or IBKR into one downloadable schema.

  • Merge multi-broker trade CSVs

    Merge Schwab, Fidelity, IBKR, and Robinhood CSVs into one normalized file. Column maps, action cleanup, cross-account timing flags. $19/mo.

  • Broker export column mapping

    See Schwab/Fidelity/IBKR/Robinhood headers mapped to a canonical schema before you download. Transparent transforms, not a black box.

  • IBKR trade CSV → shared schema

    Normalize Interactive Brokers trade CSVs and merge with Schwab/Fidelity into one schema with cross-account flags.

  • Cross-broker timing flags

    Flag same-symbol buys and sells within 30 days across different brokers when merging CSVs. Review aid—not tax advice.

  • Normalize brokerage CSVs for Sheets

    Normalize and merge brokerage transaction CSVs for Google Sheets / Excel PnL tabs. Not a TurboTax import product.

  • Merge Fidelity + Schwab CSVs

    Merge Fidelity and Schwab transaction CSVs into one normalized download with column maps and cross-account flags.