The Brokerage Import module of EMS provides the ability to automate the recording of brokerage transactions. Some of the features of this module include:
Uses the receipt instruments to define what information is to be collected. This provides you with the ability to collect all information from your external broker.
Supports all common interface formats including fixed field, comma delimited and spreadsheet formats.
Unlimited imports can be defined. Create a different import for each broker managing your portfolios.
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