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How do I import portfolios from other financial institutions? What document formats are you compatible with?

geercom 9 months ago in Website updated by SA Admin Daniel Hochman 9 months ago 1

Where and how in Seeking Alpha do I import my portfolios from my other financial institutions? What document formats are you compatible with for that?

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Hi,

The best way to do this is to simply copy paste the list of tickers (with spaces or commas in between the tickers).

Thanks,

Daniel Hochman

Director of Product, Seeking Alpha