Schwab to Yahoo Finance Converter

Convert Schwab CSV files to Yahoo Finance format for portfolio import.

Instructions

1. Upload your Schwab history file (transactions)
2. Upload your Schwab positions file (current holdings)
3. Click "Submit" to convert the files
4. Download the resulting Yahoo Finance compatible CSV

Cathay sub-brokerage to Yahoo Finance Converter

Convert Cathay sub-brokerage CSV files to Yahoo Finance format for portfolio import.

Instructions

1. Upload your Statement of Account file (transactions)
2. Click "Submit" to convert the files
3. Download the resulting Yahoo Finance compatible CSV