+11

Feature Request: Import Portfolio from CSV/Excel

lukewd 10 months ago in Website updated by Allison Proffitt 1 month ago 1

I'm trying to set up SA to track my portfolio. However it looks like I have to manually add all the tickers first. After that I have to manually add each of my lots via the holdings tab. This is a painful task. Please create an option to import a portfolio by uploading a spreadsheet.

+1

Was there any follow up to this request?


I feel like seeking alpha has neglected their premium customers in many aspects.