Workflow

From scattered investing inputs to one review.

Connect. Review. Act.

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Connect

Sync fast. Review faster.

Broker. CSV. Manual.

1

Connect

Broker or CSV.

RH

FID

SCH

IBKR

CB

KRK

E*T

VG

2

Sync

Records arrive clean.

okOpened broker portal

okVerified identity

okGranted read scope

...Importing positions

...Importing trades

3

Review

Decide faster.

Positions

218

Accounts

4

YTD P/L

+$8,420

Drift

+/-6%

● Connected records ready

Workflow

From records to one review.

Import. Drift. Decide.

01

Import

Broker or CSV.

CSV staged

02

Group

Accounts become portfolios.

4 accounts

03

Drift

Targets stay visible.

+/- 3%

04

Journal

Write the why.

37 notes

05

Review

Actions stay clear.

3 queued

Open the signal.

Start with a broker connection, a CSV, or manual records. Heuby keeps the workflow connected after the first record arrives.

Try now from App Store Open the web app