Import data
Bring a CSV or Excel export from any bank, broker or spreadsheet. Everything is parsed in your browser — nothing leaves your device until you commit it to your own database.
Step 1
Upload
Drop a CSV or Excel export — parsed in your browser.
Step 2
Map
Columns are auto-matched; tweak any that need it.
Step 3
Preview
See exactly what will be added before anything saves.
Step 4
Commit
Import per asset class into your own database.
Preview · holdings.csv → US Stocks
| Symbol | Quantity | Unit cost | Trade date |
|---|---|---|---|
| AAPL | 60 | $165.60 | 2025-10-02 |
| VOO | 25 | $423.36 | 2025-02-05 |
| BTC-USD | 0.45 | $37,920 | 2024-11-10 |
This is a read-only demo. Deploy your own NomadWealth to import real data — it commits straight into your Neon database, never ours.