How to Import/Upload a Portfolio using a CSV file?

Step 1: Go to All Portfolios and select New Portfolio.

Step 2: In a CSV file, add all the data in the format instructed below i.e., Symbol, Quantity, Cost, and Date (YYYY-MM-DD).

The format of the file should be as shown below.


Step 3: Name the portfolio and click on "Upload File".

Once you are done uploading, you will see the "Create Portfolio" option.

Step 4: Click on "Create Portfolio" and the portfolio will show up under "All Portfolios".


Note: Please adhere to the format and a maximum of 500 stocks can be added in a single file.

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