From your broker
Interactive Brokers syncs by itself. Trading 212, Schwab, Robinhood and more: one file a week.
Which files it reads
Known layouts: Interactive Brokers, Trading 212, Charles Schwab, Robinhood, Webull, Zerodha and Freetrade.
Any other CSV file, such as Trade Republic, Hargreaves Lansdown, AJ Bell or Groww: Slate finds the columns itself and asks you if one is missing.



