Update on spreadsheet upload .... if you use the example sheet they offer, retype the "long" or "short" alone in a cell .... do not copy/paste from the cells they have on those. Every one of them has a space before the word that will not allow you to upload your document.

BTW - I *did* manage to import my Schwab acct stats ..... they're just a pain to do because it doesn't accept excel csv files for some crazy reason. You have to hand-create a text style csv file.

Closeup of true stats, vs the system generated stats

True current standing, which is much less than this system says. I just *wish* I was sitting as pretty as the Profitly system says I am.