Is there a way to import portfolios so I don't have to type all the tickers by hand?

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  • updated
  • Under review

I would like to follow several portfolios with many stocks over time and use them to monitor news and movement.  Is there a way I can bulk upload the portfolio names and tickers?

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anonymous
  • Under review

Hi,

Where do you have the list? We currently allow entering multiple tickers separated by a comma. We are rolling out a new portfolio experience in a few weeks which will also allow you to copy/paste tickers from a spreadsheet.  

Thanks,

Daniel Hochman

Director of Product, Seeking Alpha

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Njwilli3

any update on being able to just import a portfolio with all the transactions? I use Questrade and Wealthsimple Trade here in Canada and I you don't support linking my broker (which would obviously be my preference). Love the site apart from this though.