Trading Performance Analyzer build 2026-07-30a

Pick your broker, then load a statement — Interactive Brokers (per-position trading attribution from a raw statement / .htm) or Charles Schwab (account-level buy-and-hold vs traded from a Positions CSV + your current value). Runs fully in your browser; only ticker symbols are sent out, for price/dividend lookups.
Choose one or more files…
⚙ Saved symbol overrides — acquisition prices, renamed tickers, splits (persist in this browser)
Statement symbolFetch as (ticker)Fixed price ($)Split factorSplit dateNote

Saved locally; Export/Import to move between machines. Fixed price = used directly (acquired/cash-out, e.g. ELSE/DALN/SOHO). Fetch as = ticker used for Yahoo (renames/relisted). Split factor = e.g. 0.1 for a 1-for-10 reverse split (applied to exited names). Split date = the split's ex-date; the factor is then applied only when that date falls inside the loaded statement's period (so a split is counted for periods that contain it and ignored for periods before/after) — leave blank to always apply. Only affects exited positions.