Use the toggle button at the bottom of the box to filter for only incorrect or unidentified items.Īlso, you can delete unwanted rows, simply check the unwanted row and click on Delete. You may fix or change anything that doesn't match by clicking on the relevant box. Please review the symbol column and approve or change the tickers. Once this step is done and all the data is arranged properly, click on Next to start the 3rd and last step. This can be done by choosing the relevant option in the drop-down box above the column. In this step, you will need to check that the columns have been identified properly by our system. You can import the file to an existing portfolio or a new one.It is recommended also to upload other columns: type - BUY (Long position) or SELL (Short position), commission, etc. It is highly recommended that the columns show up in the portfolio in this specific order. The position's amount (the size of the position, or the number of stocks).Instrument's identifier - name/symbol/ISIN.The CVS file must include the following columns: Please note that there is a limit of approximately 50 symbols/instruments per import to a portfolio. Upload your existing portfolio CSV file.Once you access the portfolio page click on Import Portfolio, to begin the import process. Please note that in order to import a portfolio, it has to be in CSV file format. If you have an existing portfolio outside of, such as Yahoo Finance or Google Finance, you can import your portfolio (watchlist or holdings) to our portfolio page To import Watchlist, please go to the Import Portfolio - Watchlist article. In this manual, we will go over the steps for importing a Holdings. The holdings portfolio allows you to track your transactions, daily profit/loss,.The watchlist is aimed at tracking the performance of selected instruments.Access real-time stock information and investment updates to stay on top of the 's users can manage 2 types of virtual portfolios: Your #1 finance destination to track the markets and the economy.įollow the stocks you care about most and get personalised news and alerts.
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