Smart & Easy Import: Add Portfolio Positions by Voice, Text or Screenshot (2026)
PortfolioTrackr's Smart & Easy Import is an AI-powered entry method that lets you add positions to your portfolio without typing a single field. Speak your trade out loud, write a sentence the way you'd say it to a friend, or drop a screenshot of your broker confirmation — the AI reads it and fills everything in for you.
What is Smart & Easy Import?
Smart & Easy Import is PortfolioTrackr's AI-driven position entry system. Instead of manually filling in a ticker, share count, price, and date every time you execute a trade, you describe the trade in whatever format is natural to you — and the AI does the rest.
The feature supports three distinct input methods: voice, text, and image (screenshot). All three use the same AI extraction engine under the hood, meaning the output — a fully populated trade entry form — is identical regardless of which input method you choose. You review the extracted values, confirm, and the position is added instantly.
According to a 2024 UX study by the Nielsen Norman Group, manual data entry errors account for up to 37% of data quality issues in consumer finance applications. Smart & Easy Import eliminates the most common of these errors — wrong price decimals, transposed share counts, and incorrect dates — by reading the data directly from the source.
The three ways to use Smart & Easy Import
Method 1: Voice input — say your trade out loud
This is the fastest method for traders who execute on mobile or who simply don't want to type. Tap the microphone icon inside the Smart & Easy Import panel, speak your trade naturally, and the app transcribes and parses it in real time.
Example phrases the AI understands:
- "Bought 500 ADNOCGAS at 3.30"
- "Added 100 shares of NVIDIA at 880 dollars"
- "Picked up 0.5 Bitcoin at 68,000"
- "200 EMAAR, entry 4.10, target 5.00"
The voice input uses the Web Speech API, which means it works entirely in-browser with no third-party app or install required. After the AI extracts the trade details, the mic turns off automatically — you don't have to tap stop.
Method 2: Text — type or paste anything
Type a sentence, paste a block of text from a broker statement, or paste a table of trades — the AI parses all of it. This is the most flexible method and handles everything from a single informal sentence to multi-position imports from a copied broker statement.
Examples of what you can type or paste:
- "bought 100 aapl at 182" — AI normalises ticker to AAPL and fills price and shares
- "EMAAR 200 shares @ 4.10 AED, T1 5.00, T2 5.80, SL 3.60" — AI fills targets and stop loss too
- A copied table from your broker's web platform — AI extracts every position row by row
- A forwarded broker email confirmation — paste the body text, AI reads the trade details
For ambiguous prices (e.g. a stock that trades in both USD and AED), the AI will flag the ambiguity and ask you to confirm before saving — so you're never stuck with silently wrong data.
Method 3: Screenshot — drop your broker confirmation
Drop or paste (Ctrl+V / Cmd+V) any broker trade confirmation screenshot directly into the import panel. The AI performs optical character recognition on the image and extracts the ticker, number of shares, execution price, and trade date.
This method works with any broker's confirmation format — desktop screenshots, mobile app screenshots, PDF pages, and email confirmation screenshots all work. The AI has been tested with confirmations from Interactive Brokers, Saxo Bank, Emirates NBD Securities, FAB, Charles Schwab, TD Ameritrade, Robinhood, and Binance.
Screenshots are processed transiently and never stored. The image is sent to the AI, the trade data comes back, and the image is immediately discarded.
How to use Smart & Easy Import — step by step
- Click "+ Add Position" on the dashboard. A method-picker appears.
- Select "Smart & Easy Import" (the purple ✦ card).
- Choose your input method: tap the mic for voice, type in the text box, or drag a screenshot into the upload area.
- Review the extracted values. The AI fills in ticker, shares, price, and date. Edit anything that needs adjusting.
- Confirm. The position is added to your portfolio immediately with full P&L tracking from that moment forward.
Smart & Easy Import vs manual entry — comparison
| Method | Time to add one position | Error risk | Works with broker data |
|---|---|---|---|
| Manual entry (typing) | ~45–90 seconds | High (4 fields to type) | Copy-paste manually |
| Voice import | ~5 seconds | Very low | Speak from confirmation |
| Text import | ~10 seconds | Very low | Paste directly |
| Screenshot import | ~8 seconds | Very low | Drop the image directly |
| CSV bulk import | ~2 min setup, fast per row | Low | Export from broker first |
Which plan includes Smart & Easy Import?
Smart & Easy Import is included in your free trial as well as Pro ($19/month) and Lifetime ($299 one-time) plans. All three input methods — voice, text, and screenshot — are available with no usage limits. Start your free trial at portfoliotrackr.com — no credit card required.
Frequently asked questions about Smart & Easy Import
What is Smart & Easy Import in PortfolioTrackr?
Smart & Easy Import is an AI-powered feature that lets you add portfolio positions without manual typing. You can speak your trade, type a natural sentence, or drop a broker screenshot — the AI fills in the ticker, shares, price, and date automatically.
Can I add a stock position by voice in PortfolioTrackr?
Yes. Tap the microphone button in the Smart & Easy Import panel, speak your trade naturally (e.g. "bought 200 EMAAR at 4.10"), and the AI transcribes and fills every field. The mic turns off automatically after the position is parsed.
What brokers does Smart & Easy Import support?
All brokers. The feature reads free text and screenshots rather than requiring a specific CSV format, so it works with any broker — Interactive Brokers, Saxo, Emirates NBD, FAB, Schwab, Robinhood, Binance, and any other platform.
Can I import multiple positions at once?
Yes. Type or paste a list of trades in the text box ("bought 100 AAPL at 182, 50 MSFT at 415, 200 EMAAR at 4.10") and the AI parses all of them in one pass. You can also paste a copied table from a broker statement.
Does PortfolioTrackr store my screenshots or voice recordings?
No. Voice and image inputs are processed transiently and discarded immediately after the trade data is extracted. Nothing is stored on PortfolioTrackr's servers.
Is Smart & Easy Import available on the free trial?
Yes — Smart & Easy Import is included in your free trial, with no credit card required. It is also available on Pro and Lifetime plans with no usage limits.
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