BYOC / InspectableInspectable BYOC boundary — buyer keeps IdP and approved storage; inference runs over bounded aggregate context.

B2B · Sovereign ingestion substrate

Sovereign ingestion

Name: @pocket-portfolio/importer
Author: Open Portfolio

Broker statements are parsed on the device — not warehoused on ours. The MIT-licensed importer ships 19 dedicated adapters plus Smart Mapping for everything else, with no raw-row warehouse on the designed inference path.

View on npm View source

Two surfaces, one substrate

We do not blur B2B infrastructure with the consumer terminal. Procurement reads here; operators stress-test on Pocket.

Open Portfolio (this page)

SDK packages, wealth-tech design partnership, and procurement narrative for regulated builders.

Pocket Portfolio — adversarial test harness

Real broker CSVs, messy headers, and everyday edge cases run through the same parsers in production — before your audit.

Try CSV import on Pocket Portfolio →

Verified broker adapters

Each adapter is tested against real export fixtures. Unknown brokers fall through to column-level Smart Mapping — still client-side, still out of your data lake.

US brokers

· Charles Schwab
· Vanguard
· E*TRADE
· Fidelity

UK & EU brokers

· Trading212
· Freetrade
· DEGIRO
· IG
· Saxo
· Interactive Investor
· Revolut

Crypto exchanges

· Kraken
· Binance
· Coinbase

Pro & portfolio tools

· Interactive Brokers (Flex)
· Koinly
· TurboTax
· Ghostfolio
· Sharesight

eToro, Robinhood, Trade Republic, and dozens of additional brokers are supported via Smart Import when no dedicated adapter is registered yet.

OpenBrokerCSV — the interchange format

OpenBrokerCSV is the normalized ledger we emit after adapter detection. Third parties can target one schema instead of re-implementing every broker dialect.

Date, Ticker, Type, Currency, Quantity, Price, Commission, Fees
2025-01-15, AAPL, Stock, USD, 10, 175.50, 0, 0
2025-01-14, GOOGL, Stock, USD, 5, 142.30, 0, 0
2025-01-13, MSFT, Stock, USD, 8, 378.20, 0, 0

Full column rules: docs/open-broker-csv.md

npm substrate packages

@pocket-portfolio/importerSovereign ingestion SDK: 19 dedicated broker CSV/Excel adapters, local-first parsing, no raw-ledger warehouse on the inference path.
@pocket-portfolio/fidelity-csv-exportFidelity broker CSV export adapter — re-exports the core importer for discovery.
@pocket-portfolio/coinbase-transaction-parserCoinbase transaction-history parser — re-exports the core importer.
@pocket-portfolio/etoro-history-importereToro account-history importer — re-exports the core importer.
@pocket-portfolio/robinhood-csv-parserRobinhood CSV parser — re-exports the core importer.
@pocket-portfolio/trading212-to-jsonTrading 212 CSV → JSON normalizer — re-exports the core importer.
@pocket-portfolio/koinly-csv-parserKoinly tax-export CSV parser — re-exports the core importer.
@pocket-portfolio/turbotax-csv-parserTurboTax 1099-format CSV parser — re-exports the core importer.
@pocket-portfolio/ghostfolio-csv-parserGhostfolio CSV-format parser — re-exports the core importer.
@pocket-portfolio/sharesight-csv-parserSharesight CSV-export parser — re-exports the core importer.
@pocket-portfolio/universal-csv-importerUniversal broker-agnostic CSV importer — re-exports the core importer.