Sign in with the credentials provided during onboarding to upload your portfolio positions securely.
Your token is verified against the server and never stored in your browser. All communication is encrypted.
Upload Portfolio Positions
Select a CSV file with your current holdings. The file is encrypted immediately on receipt.
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Drag & drop your CSV file here
or click to browse — .csv files only, max 2 MB
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Expected CSV Format
One row per position. You can optionally include an asset_type column to specify how each holding should be classified (e.g. equity, fixed_income, option, crypto). If omitted, the system will classify each symbol automatically.
Your file is encrypted with AES-256 immediately on receipt and stored in your private directory on our secure server. No one at Tecnecon sees your raw holdings unless you explicitly request a manual review. The file will be processed automatically in the next briefing run.
