Your Name Here RIA ← Back to DawnLens
Demonstration only. This is a demo of DawnLens, software for registered investment advisers. “Your Name Here RIA” is a fictitious sample firm — not a real adviser. Sample data; not investment advice or an offer of services.
Fastest way

Upload a brokerage statement

We read the holdings automatically and show them to you to confirm — nothing is stored. Works with most Schwab, Fidelity, Vanguard, and E*TRADE PDFs.

Your statement is read in memory and never saved. We only keep the holdings you confirm.

— or enter them yourself —

Manual entry

Enter your holdings

Add each fund or stock with its approximate value. Try tickers like VOO, AGTHX, QQQ, AAPL, BND. Not sure of a value? An estimate is fine.

 Not sure what you hold?

…or upload a CSV instead

Columns: identifier, value, account_type. We read the holdings and never store your file.

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