I have tried uploading the CSV files from two different financial institutions and even tried to have ChatGPT format them to Koyfin's parameters but still receiving error messages. I see I can upload a PDF, however the PDF's I have are from 4/30/26 and are outdated. I asked about pausing my 7 day trial and restarting when I have the latest PDFs on 5/31/26 - which I understand I cannot.

I am interested in the Pro Plan, but not willing to commit to the annual cost without being certain the Koyfin plan is a fit for me. Is there a way I can link my accounts so they feed in or do I need to update every time a stock is bought or sold?