How do I export my Robinhood trade history?

In Robinhood, go to Account → Documents → Tax Documents or Statements. Download your transaction history CSV. Then upload it to our free parser to see your P&L and win rate.

Is this Robinhood CSV parser really free?

Yes, 100% free with no email required. Your data is processed entirely in your browser and never uploaded to any server. Just drop your file and get instant results.

Does this parser calculate options P&L from Robinhood?

Yes. Our parser intelligently matches options trades using FIFO accounting and calculates realized P&L for both stocks and options including multi-leg strategies.

Can I use this for Robinhood tax reporting?

This tool helps you organize and understand your trades, but it is not a tax reporting tool. Always verify against your official 1099 from Robinhood for tax filing.

What can I track in Violet Codex?

Violet Codex tracks your entire financial life in one dashboard, including bank accounts, investments, crypto, real estate, debts, and goals, giving you a complete net worth picture.

Can Violet Codex help me rebalance my investment portfolio?

Yes. Violet Codex includes an intelligent rebalancing engine that shows exactly what to buy or sell to reach your target allocation.

Can I analyze my finances with AI using Violet Codex?

Yes. Violet Codex has a one-click 'Export for AI' feature that formats your financial data perfectly for ChatGPT, Claude, or any AI assistant.

How do I get my data into Violet Codex?

You can import data via PDF statement parsing, universal CSV import, or specialized importers for platforms like Robinhood. Manual entry and bulk add tools are also available.

Is my data really private?

Yes. Violet Codex stores all data locally on your computer using encrypted SQLite. We have no servers, no accounts, and no way to access your data.

Is there a mobile app?

Not right now. Violet Codex is designed to live on a trusted home or work computer where serious financial planning happens.

Is this a subscription?

No. One payment gives you lifetime access to the software, including all future updates and feature releases.

Your Financial Command Center

The dashboard is the first thing you see when you open Violet Codex. Every metric, every account, every trend — all in one place. This walkthrough shows you how to read the dashboard and get the most out of it.

What you'll learn

Understand every metric on the main dashboard at a glance
Navigate directly to any section using quick links
Review your asset allocation and performance trends
Export a complete financial snapshot for AI analysis
Create a shareable overview of your net worth position

Step 1: Open the Main Dashboard

When you launch Violet Codex, the dashboard is your landing page. Think of it as mission control — your net worth, cash position, and liabilities are all visible without clicking into anything. Before it shows useful data, you'll need accounts in the system. We cover that in the bank accounts walkthrough.

Step 2: Use Quick Links to Navigate

At the top of the dashboard, quick links jump you directly into specific sections — bank accounts, credit cards, investments, and more. This saves you from scrolling through the sidebar when you know exactly where you need to go.

Step 3: Review Your Financial Metrics

The dashboard displays four critical numbers at a glance: Net Worth (total assets minus total liabilities), Cash Position (money in all bank and savings accounts), Total Assets (everything you own with monetary value), and Total Liabilities (everything you owe). As you add accounts, these numbers populate automatically.

Step 4: Analyze the Performance Chart

The performance overview chart shows your asset trend line over time. As you log transactions and update balances, this chart builds a visual history of your financial trajectory. A pie chart breakdown shows how your wealth is distributed across accounts.

Step 5: Export Data for AI Analysis

The Export to AI tool creates a structured JSON file containing an overview of all your accounts — without connecting to a server. You control exactly what's included and can customize the prompt template. Drag and drop the file into ChatGPT, Claude, Gemini, or any AI tool.

Ready to add your first accounts? Continue to Set Up Your Bank Accounts or browse all app walkthroughs.