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project home for https://multifol.io/ -- tools to plan Annual Savings and Track your Portfolio
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support schwab CSV file that holds only 1 account #291

Closed rrelyea closed 5 months ago

rrelyea commented 5 months ago

From techbud at https://www.bogleheads.org/forum/viewtopic.php?p=7686710#p7686710

My reply...

actually, i think i figured out how you downloaded your CSVs.

In the positions page, there is a drop down list box. My CSV file format happens when you choose "All Brokerage Accounts". Your CSV file format happens when you choose a specific account.

Let me go figure out how to handle both cases.

Thanks for finding this hiccup!