Standardizing the Ingestion Interface: OpenBrokerCSV and the MIT Importer
We open-source a financial interaction workflow — not a bag of UI widgets. The concrete artifact is @pocket-portfolio/importer (packages/importer, MIT on npm). It normalises broker-specific chaos into a Trade model the app and SDK consumers can reason about.
Package reality
From packages/importer/package.json:
- Name:
@pocket-portfolio/importer
- License: MIT
- Surface: TypeScript adapters (Robinhood, Fidelity, eToro, IBKR Flex, Koinly, TurboTax, Ghostfolio, Sharesight, and more) + universal inference for unknown CSV shapes.
Schema SSOT in-repo: packages/importer/README.md, packages/importer/src/universal/types.ts, adapter registry in src/registry.ts. A dedicated SCHEMA.md is on the roadmap; until then, cite TypeScript types and README — do not invent a phantom file path in external copy.
Client-side parse by design
Broker CSV parsing runs in the browser for the product architecture we ship — the file does not need to land on an app-server disk for transformation. That supports:
- Inspectable transforms (clone the repo, read the adapter),
- Reduced central warehouse temptation for raw exports,
- Adversarial testing in
src/universal/adversarial.ts without multi-tenant DB blast radius.
Universal mapping: truncated preview only
For unknown columns, docs/IP-TECHNICAL-MECHANISMS.md documents truncated payload for mapping assistance: headers + sample rows — full file stays client-side. This mirrors the Ask AI instinct (Part 2): send the minimum structure needed for the next step.
OpenBrokerCSV narrative
Open Portfolio surfaces OpenBrokerCSV as the procurement-facing name for the normalised interchange (app/open/openbrokercsv/page.tsx). Pocket exercises the same package under retail UX pressure — that is the harness relationship (Part 6).
What we do not promise
- A plugin marketplace runtime in
app/ — not shipped.
- “Zero server” after import for signed-in users — Firebase still holds authoritative trades (Part 4).
Do point engineers to GitHub, Discussions, and npm — the real contributor loop (README-OSS-WORKFLOW.md).
Part 5 of Sovereign Ingestion & Stateless Inference.
Read the full Sovereign Intelligence book, explore Open Portfolio, or try Pocket Portfolio.
