Step 2 · Portfolio Upload

Bring the existing portfolio in

Upload any custodian or aggregator export. Rhea fingerprints the format, maps columns to a canonical schema, and uses AI for anything non-standard — then you confirm before anything is imported.

Drop a CSV or XLSX export here

Schwab, Fidelity, Pershing, Addepar, Orion, Black Diamond, or any generic export

No file handy?

Load a sample export to see the mapper work.