Folks,
I tried to import from Schwab pdf, and Schwab csv. In both cases, Portfolio-Performance take only certain type of transaction and ignores the rest. For example, funds transferred into or out-of the account does not get imported. And then there are plenty of issues relevant to “DRIP” transactions, REINVEST DIVIDEND, and BANK-INTEREST paid on the cash. All of that is not treated properly.
Is there a better way?
Would XML offer a better solution?