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

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geercom
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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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-1
anonymous
  • Under review

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

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15
Patnam

I would recommend an excel tool of some sort to help pull in portfolios. It will help increase engagement on your platform. I follow a lot of companies and just the fact that I need to do this manually stops me.

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1
anonymous
Quote from Patnam

I would recommend an excel tool of some sort to help pull in portfolios. It will help increase engagement on your platform. I follow a lot of companies and just the fact that I need to do this manually stops me.

same for me! 

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2
Hoopsmagician

same here.  I simple import from an excel file, in the same format as your download, export button would be appreciated.

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1
Sanmanas

SANMANAS TEERANUWAT

TY

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1
Bob-the-licious

Same here. 

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1
Nicholas Lepage

yes Wen thé list for portfolio are All on Well You cant extract thé Excel sheet portfolio liste by portfolio liste and its and thé same  for computer 

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2
manishtn

Does it really take a year to provide such a simple feature?

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4
MarcFinns

this is amazingly bad. now for some reasons the link with my broker does not work anymore, and I have to type in 60 symbols one by one. COME ON GUYS, IT'S 2021

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5
Robert Caretta

Please add CSV import.