Sheetlot

Merge IBKR + Schwab exports

Two brokers, two dialects. Sheetlot maps both into one table and flags same-symbol buy/sell proximity across accounts.

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

IBKR and Schwab do not share headers. Spreadsheet merges rot every statement cycle—and miss cross-account timing issues.

How it works

  1. Export Schwab + IBKR trade CSVs.
  2. Multi-upload in Sheetlot.
  3. Review maps + timing flags → download unified file.
Open the normalizerSchwab 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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