Connecting your brokerage with Yodlee Overview With brokerage connections your holdings will import and sync Snowball Team Aug 1, 2022 5 min read
Importing transactions from a CSV file If your broker is currently not supported, you can create Snowball Team Jul 5, 2022 2 min read
Custom assets Custom assets aim to consider any investments that are not Snowball Team Jul 5, 2022 4 min read
