Insights
Writing here uses the language of the problem: records that do not agree, answers trapped in files, and work that is still being done by hand.
Nothing on this page matches that wording.
Insight
Tell us the problem, not the design
IG365 would rather hear the question you cannot answer than receive a specification for software you felt obliged to invent.
Complicated source data should not produce mysterious answers
A clear result keeps its source, its checks, and its exceptions visible. An unexplained total is not clarity.
Data problem
Product update
Dividend365 is available as its own product
Dividend365 turns Interactive Brokers history into a dividend record. It lives at dividend365.io, not inside this website.
ShiftLedger is in development
ShiftLedger aims to turn fragmented gig-work records into clearer earnings information. It is not commercially available.