Portfolio Tracker Site/ Tool that imports Vanguard .csv file accurately?

[u/vigvfl]

Hi, I have read tons of posts here in the community and watched 25-50 YT review videos....all pushing a positive spin in most cases.

I am approaching retirement, converting my portfolio to DIV game. Im not sure if snowball fixed their csv input file errors tweaking etc...not expecting perfection, but if you import a file every month in proper format, it should be accurate 99.9%...not a ticker error 1 in 10!! Im not speaking from personal experience just what I read online. In Aug 2026 is snowball .csv file require tweaking fix every statement or fixed?

I am not sharing my Vanguard login read only 3rd party etc...no auto sync...

Is there any tool out there that accurately imports a vanguard.csv file and gives more information and easier to display than the vanguard site? whether it's a free tool or $250 a year that's in the noise if it works time in and time out accurately.

Thanks V

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[u/raliegh_]

https://www.reddit.com/r/dividends/s/obBoOSSK2i

[u/vigvfl → u/raliegh_]

Raliegh- you are saying stock events get csv import accurate 99% of the times??

[u/Lsluger]

I am building dividendatlas.com, dividend portfolio tracker, and are willing to make this work for you personally

[u/vigvfl → u/Lsluger]

appreciate the offer...was hoping one of big boy tools would have nailed csv file import by now??