Sheetlot

Merge Fidelity + Schwab CSVs

The clearest demo of Sheetlot: two sample files in, one schema out, with maps you can read.

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

Fidelity YOU BOUGHT rows and Schwab Buy rows should not live in separate cleanup rituals.

How it works

  1. Download both sample CSVs (or your real exports).
  2. Multi-select upload in Sheetlot.
  3. subscribe → download unified file.
Open the normalizerFidelity sample

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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