parse_portfolio_export
Parse and normalize local broker portfolio exports from CSV/XLSX files to enable portfolio analysis and investment planning without broker access.
Instructions
Parse and normalize a local broker portfolio export. Never accesses any broker online.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| path | Yes | Path to a local broker portfolio export (CSV/XLSX) | |
| base_currency | No | EUR |