Yes.
You can automate the input of data by connecting directly to Yodlee, Plaid, or Vezgo and some of our own direct connections.
Please note that not all automated connections bring in the required data that we need to create a more precise view of your returns. As such, you can also upload your historic positions and transactions manually either one by one or in bulk via excel.
Find out how to add your transactions one by one or via excel.
We have the spreadsheet with current connections here.