Why are my imported values incorrect?
We don’t have direct access to your brokerage accounts; rather, we rely on various industry-standard connection partners (Plaid, Yodlee, SnapTrade) to serve up your account holdings for analysis. Unfortunately, sometimes there are mapping mistakes.
If your imported values seem slightly off, it may be due to price or syncing lags, which are typically resolved within a day. What’s most important is that the quantity of each holding is accurate. If just one or two quantity values look incorrect, you can overwrite values when you connect your account
To resolve larger issues, we recommend the following steps:
- Use our Manual input or AI Portfolio Upload option. Note: this will require you to manually update your holdings whenever they change in your brokerage account.
- You can also upload a statement, and our system will extract the data and update your portfolio—this works for most file types and typically completes within 72 hours.
- You can sever the link with your connection partner and turn your previously connected portfolio into a manual portfolio. From here, you can make the required corrections directly.
If you're still having issues, please contact us at [email protected] with details about what values are incorrect and what they should be. We’ll open a ticket with the connection partner, and once they resolve the issue, it should be fixed across other services using the same partner as well.
