Sheetlot

Cross-broker timing flags

Excel merge does not warn you when you sell in Schwab and buy the same symbol in Fidelity two weeks later. Sheetlot flags those proximities for review.

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

Cross-account timing is invisible in a dumb concat. That is the failure mode free tools skip.

How it works

  1. Upload CSVs from 2+ brokers.
  2. Review warn flags on the results screen.
  3. Download the unified file for your worksheet or accountant.
Open the normalizer

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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