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POST
Upload CSV Files

Endpoint

Authentication

Requires OAuth 2.0 authentication and user must have brokerage account number set in profile.

Content Type

multipart/form-data

Parameters

file
required
Transaction history CSV file from your brokerage
file
required
Realized gains/losses CSV file from your brokerage

Response Format

The endpoint returns streaming JSON responses to provide real-time progress updates:

Success Response Fields

string
Response type: “progress”, “success”, or “error”
number
Progress percentage (0-100) for progress type responses
string
Human-readable status message
object
Import statistics (only in success response)

Example

Error Responses

HTTP Status: 400 Bad Request
HTTP Status: 400 Bad Request
HTTP Status: 400 Bad Request

CSV File Requirements

Transaction History File

Should include columns such as:
  • Transaction date
  • Symbol
  • Action (Buy, Sell, etc.)
  • Quantity/Shares
  • Price
  • Amount
  • Account number

Realized Gains File

Should include columns such as:
  • Symbol
  • Date acquired
  • Date sold
  • Proceeds
  • Cost basis
  • Gain/Loss
File format requirements may vary by brokerage. The system attempts to automatically detect and parse common formats.

Upload History

View history of previous uploads

CSV Upload Feature

Learn more about CSV upload functionality