I had trade history files from three different brokers.

None of them used the same format.

None of them included fundamentals.

And none of them talked to each other.

If you're:

tracking a portfolio across multiple brokers,

trying to analyze dividend income and position performance in one place,

or building a personal finance dashboard without a data engineering team,

this matters.

The Problem With Manual Portfolio Tracking

Every month, the process looked the same.

Export a CSV from Degiro. Download the transaction history from Interactive Brokers. Pull the trade log from Binance. Open three different spreadsheets, each with different column names, different date formats, different ticker conventions.

Then start cleaning.

Rename columns. Fix date formats. Remove duplicate headers. Reconcile tickers that one platform calls AAPL and another calls AAPL.US . Add a column for cost basis.…