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Import a screenshot of your holdings

No CSV export? Snap a picture of your broker's holdings screen and Moneyta reads the positions straight from the image. It works for any app, including Robinhood.

  1. 1

    Screenshot your holdings

    In your broker's app or website, open the holdings / positions screen and take a screenshot that clearly shows the tickers and share counts.

  2. 2

    Open “Import a file”

    In onboarding or on your Portfolio page, choose Import a file.

  3. 3

    Drop in the image

    Drag the screenshot in, or click to browse (PNG or JPG, up to 4MB). Moneyta uses image recognition to extract each position automatically.

  4. 4

    Review and confirm

    Check the extracted holdings, fix anything that didn't read cleanly, and save. Tip: a clear, full-screen shot with the ticker and share columns visible reads best.

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