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. Optionally include symbols that were fully sold and no longer appear in positions
4. Click "Submit" to convert the files
5. 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