Statement Intake

Manual Diagnostic Entry

Enter holdings manually when PDF extraction is partial or you want full control before running the diagnostic.

Manual path

You’ll enter ticker + weight directly, review before submit, then continue through the same diagnostic pipeline.

Enter holdings manually Back to PDF upload

Want less manual work?

Linking your account auto-syncs holdings, reduces repeat entry, and keeps diagnostics continuously current.

Upgrade path: Link Account ($3/month)