Portfolio management tool for merging positions and trades from multiple brokers.
Merges position files from multiple brokers (Charles Schwab and Interactive Brokers) into a single consolidated output file. Automatically detects broker format and enriches data with target allocations and descriptions.
Merges trade history files from multiple brokers into a single consolidated output file.
End-to-end tests are available to verify the functionality of the scripts. Run all tests with python3 run_all_tests.py.