Wednesday, August 12
Import trades
Import trade history
Bring in your broker's full record
Export an OFX/QFX file (often labeled “download for Quicken”) or a CSV— Schwab, Fidelity, IBKR, E*Trade and Tastytrade are recognized automatically, and any other CSV can be mapped by hand. Cost basis and wash sales are computed from the complete history, not Plaid's last 24 months.
Corporate actions
Stock splits
Add a split so imported pre-split trades reconcile with post-split shares. Applied everywhere automatically — a 4-for-1 is numerator 4, denominator 1.
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