Sheetlot

Merge multi-broker trade CSVs

The product is the download: one file, one schema, broker column, plus flags when the same symbol trades close together 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

Excel can rename columns once—until the next broker changes a header. Multi-account traders rebuild the merge every month.

How it works

  1. Gather CSVs from each broker.
  2. Multi-upload (up to 6) in Sheetlot.
  3. See maps + flags → subscribe → download.
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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