Sheetlot

Broker export column mapping

Sheetlot shows source column → canonical field and action rewrites (YOU BOUGHT → BUY) before you pay for the file.

Preview maps & exceptions

Broker dialects

Fees & Comm · YOU BOUGHT
IBCommission · Buy/Sell

Monthly ledger

trade_date,symbol,side,proceeds
source_amount,broker,source_file
source_row,review_flag

The problem

Without a visible map, tools feel like CSV viewers. You should see exactly what changed.

How it works

  1. Upload a broker CSV.
  2. Inspect the on-screen map and transforms.
  3. Download after unlock.
Open the normalizerFidelity sample (YOU BOUGHT → BUY)

What you pay for

  • Accountant handoff pack with MANIFEST hashes
  • Saved maps (workspace + browser) and account identity
  • Broker totals, statement breaks, MoM multiset diff
  • $29/mo Pro desk — free preview does not export the full pack

Sheetlot is not a TurboTax importer and not tax advice. Official 1099-B feeds remain the filing source of truth.

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