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How do I add transaction or cost basis information for taxes?

Whether you have synced an account, uploaded a statement, or added a portfolio manually, you can add transactions & cost basis information quite easily from the Transactions tab:

  1. Go to the Transactions view here:  https://portfoliopilot.com/track?view=transactions
  2. Select your brokerage account from the account dropdown.
  3. Add the older tax lots either by:
  4. Manually entering the missing historical transactions (buys/sells); or
  5. Using the statement upload tool to upload an old statement (CSV, PDF or Excel spreadsheet) with those lots, and our AI will extract the data and update the transactions / tax data for that account.

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1: As of November 14, 2025