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Broker Export Harvester

Pull your data out before you need it

Creates a repeatable export routine for trades, holdings, statements, and tax documents so analytics, migrations, and tax prep do not start with a scramble.

CommunitySubmitted by CommunityPersonal5 min

INGREDIENTS

✉️Email📅Calendar

PROMPT

Create a skill called "Broker Export Harvester". Build me a repeatable system for exporting and archiving brokerage data: - trades, - holdings, - statements, - confirmations, - and tax forms. Give me a checklist per broker, file naming convention, archive structure, and review schedule.

How It Works

This recipe addresses the recurring pain that brokers often do not make exports

easy enough for serious analysis and recordkeeping.

Triggers

  • Need CSV or statement exports for analysis
  • Preparing for taxes
  • Preparing to switch brokers
  • Wanting your own archive independent of any platform

Inputs

  • Broker list
  • Export types needed
  • File organization preference
  • Retention rules

Outputs

  • Export checklist per broker
  • Folder structure
  • Naming convention
  • Recurring export schedule

Steps / Actions

  1. List what to export from each broker.
  2. Standardize file names.
  3. Build an archive structure.
  4. Schedule recurring export reminders.

Failure Modes

  • User waits until tax deadline to start exporting
  • Missing monthly statements or trade confirms that are no longer available
Tags:#exports#records#taxes#portability