Personal Portfolio

Real holdings you import or enter — strictly separate from Strategy Lab paper trades.

Broker file (CSV or IBKR Flex XML)Detected source (override if wrong)Import kind

Imported	File	Source	Kind	Txns	Positions	Status
2026-08-01 09:25 UTC	personal-portfolio-import.csv	GENERIC_CSV	FULL_HISTORY	7	6	CONFIRMED	View transactions