Portfolio-Terminal – AI-powered portfolio import with verification before syncing

Summary: Portfolio-Terminal imports broker exports from text, CSV, JSON, Excel, or screenshots, allowing users to verify and edit extracted positions before syncing via snapshot or additive mode. It streamlines portfolio setup by replacing manual processes with a parse-verify-apply workflow.

What it does

It parses various data formats to extract portfolio positions, enables user verification and editing, then applies changes using snapshot or additive syncing modes.

Who it's for

Investors seeking faster, more reliable portfolio setup from broker export files.

Why it matters

It reduces errors and user drop-off by replacing manual portfolio entry with a trust-first import and verification process.