Settings

Export & Settings

Download your data as CSV or manage cloud sync settings.

Integrations

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Connected to Supabase

Your data is synced to Supabase.

Clean account and position breakdowns for Excel, Google Sheets, or re-import workflows.

Open in Excel, Google Sheets, or any spreadsheet app.

Assets

Account definitions

assets-2026-09-08.csv

Holdings

Positions within each account

holdings-2026-09-08.csv

Holding Values

Full quantity history

holding-values-2026-09-08.csv

Liabilities

Liability definitions

liabilities-2026-09-08.csv

Liability Values

Full balance history

liability-values-2026-09-08.csv

Snapshots

Net worth chart history

snapshots-2026-09-08.csv