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Statement import

Add your holdings by scanning a broker statement, no tedious typing.

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The problem

Typing in a whole portfolio by hand is the reason most people never finish setting up a tool. It is tedious and error-prone.

How it works

What Statement import does

01
Scan your statement

Point AlphaTeak at a broker statement and it reads the holdings.

02
Positions and fees

It picks up your positions and the fees along with them.

03
Review, then done

Check what it found and confirm, rather than typing every line.

The result
A full portfolio set up in minutes, not an evening.
Fewer typos in the numbers that matter.
Costs captured from the start, not backfilled later.
Questions

Good to know

How do I import a statement?

Scan or upload a broker statement and AlphaTeak extracts the holdings and fees for you to confirm.

Can I take a photo of it?

Yes, statement capture reads your document. A dedicated in-app camera viewfinder is on the way in a native update.

Get Statement import, and the rest of the co-pilot

Add one holding and get a full, reasoned verdict in the next 90 seconds. Free to start, across four markets.

Try AlphaTeak free
Related features
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AlphaTeak provides analysis and education, not personalized financial advice, and does not execute trades. Features described here are part of the AlphaTeak app.