API Workflow Hub follows a straightforward, informational process. It works with records you have already exported and does not connect to live financial services.
1. Prepare your local exports
Locate the compatible CSV portfolio records already stored on your device. The application is intended for archive files, not exchange credentials or wallet data.
2. Add records to your archive
Bring the relevant CSV files into the utility. Keep related exports together so that your historical information can be reviewed within a consistent structure.
3. Review the available history
Inspect how the imported records are organized. You can use the historical view to understand the information represented by your files and identify the periods covered by your archive.
4. Read analytical summaries
Use offline summaries to make dense records easier to interpret. These outputs describe locally available information and do not predict future results or recommend any action.
5. Maintain your records
Repeat the process when you have new compatible exports. This supports an orderly, ongoing archive for personal informational use.
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