Sheetlot

Normalize brokerage CSVs for Sheets

Built for multi-broker spreadsheet workflows—canonical columns, broker tags, timing flags. Not a substitute for official 1099-B import.

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

DIY PnL tabs die when every broker speaks a different CSV dialect.

How it works

  1. Export each broker.
  2. Merge in Sheetlot.
  3. Import the download into Sheets.
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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