Issue was only with add account, so continuing to try to onboard myself.

Is there more detailed documentation available? A few troubles I've run into:

- Having trouble with stock splits -- Schwab simply reports the added shares, not the split ratio, so I can't do it via csv import

- Separate but probably related, if I add some shares back in 2022 (e.g. SWPPX, a SP500 index), the "performance" shows essentially immediate -90% return. I suspect this is also related to splits; possibly Yahoo finance retroactively applies the future split quantity on historic quotes. Edit: figured this out, I'm responsible for entering any splits across the history, it seems

- How do you designate the counter-account for transfer-in / transfer-out transactions?

- Schwab does some funny business with date strings occasionally ("03/16/2022 as of 03/15/2022"); not your problem per se, but interpreting either presented date would be better than quietly defaulting to 1970

- In the activities tab, I can only reverse date order in list view, but not grid view

- As a wishlist item.. default csv import settings for major brokerages would be great, considering this is in principle how you're expecting users to repeatedly interact with the software

- Maybe I'm missing it, but is there a simple way to see the list of accounts you've created? This would seem like a very basic feature. Edit: okay, I see them in dashboard, but can't add them there. Would seem like an appropriate nav column entry.

I don't mind dumping in a few csv every month to update, but having to manually fix my csvs before upload adds a lot of effort.