Universal Importer

Tuesday, March 21, 2023
We have officially released the first iteration of the universal importer. It will allow you to quickly import data from files. The model system allows you to import any file out there as long as it has the necessary data. You will be able to create new models for your own files. We do provide some premade models for your convenience and we will continue to add them as we get access to more files across different brokerages. If you do run into some issues trying to import your files, make sure to contact us and we will help you.

The next major update will introduce watchlists. You will be able to follow markets with InvestorClerk. Every balance sheet will include one watchlist. We're excited to present you our take on the watchlist.

See you on the next update.