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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0
MarcFinns
Quote from 8investor

I can't believe this is still not a feature!

I cancelled my subscription as promised 

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8investor

I can't believe this is still not a feature!

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hab777

Still wouldn't mind having a paid Seeking Alpha subscription if it had this feature but will not subscribe without it. 

Here's another good financial site where the portfolio imports are pretty slick. Lots available for free and tons available with a subscription. https://www.stockrover.com

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2
BillBici

Tried to import and found this thread.  I'll pay for a different platform since a simple import isn't available

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hab777

In case anyone finds this useful, I’m now using investing.com. The allow CSV imports. The import feature can be a bit clunky but does work. What a pleasure! And all free. I wish Seeking Alpha had it but can’t wait forever. 

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Mehdi r5491
Quote from Mar 1

How do I put my name in.  I do not like being called anonymous.

سلام دوست عزیز، تنضیمات گوگل بروید، قسمت اطلاعات شخصی وارد شوید، در قسمت فعالیت های شما چگونه نمایش داده شود بروید،آنجا تمام حریم خصوصی خود را معلوم کنید که می‌خواهید دیده شود یا فقط خیر

امیدوارم توانسته باشم کمکی به شما کرده باشم💙

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Mar 1

How do I put my name in.  I do not like being called anonymous.

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4
anonymous

+1 for this missing feature. My Canadian institution isn't part of the list of banks that PLAID supports. Need a way to upload a CSV with book values, or buys and track worth over time.

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1
anonymous

Not using the platform because it is missing this extremely important feature.

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2
alexei guevara

Hi Folks. I'm curious about why you are not prioritizing this request. It's truly impossible to enter a large portfolio by hand (20 - 30 stocks with some trades each). I see you can link to the portfolio of brokers. But my broker is not in the list, likely same for a few other folks. With this feature you will make your platform more include for sure :)