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sort.

Broker Trade CSV Organizer & Converter

sort. is a lightweight web tool that helps individuals organize and standardize broker-provided CSV trade files for easier review and record-keeping.

The application runs entirely with local, in-browser processing.
Uploaded files are not stored on any server and are removed from memory immediately after processing.

🔗 Live Demo: sort-app-two.vercel.app


Why I Built This

I built sort. to solve a real problem I repeatedly ran into while preparing tax documents and organizing transaction data.

Manually cleaning and reformatting broker CSV files—especially when dealing with multiple sources—quickly became time-consuming and error-prone. After hitting the same frustration over and over, I decided to automate the process properly instead of fixing spreadsheets every tax season.

sort. focuses on data organization and formatting only.
It does not calculate taxes, determine gains or losses, or provide financial, legal, or tax advice.


Key Features

  • Upload multiple broker CSV files at once
  • Automatically organizes and standardizes trade data
  • 100% local processing (no server-side file storage)
  • Simple upload → review → download workflow
  • Bilingual support (English / 한국어)
  • Designed for individual users

Currently Supported

  • Fidelity, Roninhood and Coinbase

Tech Stack

  • Next.js 16
  • TypeScript
  • Tailwind CSS
  • Client-side CSV processing
  • Deployed on Vercel

Disclaimer

sort. is a data formatting utility only.
It does NOT calculate taxes, perform Wash Sale adjustments, or generate IRS-ready forms.
Users are responsible for reviewing and verifying all outputs before use.


Contact

For questions or feedback: support@iamcraft.co


License

© 2026 sort. All rights reserved.

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