+15
Under review

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

geercom 3 years ago in Website updated by hab777 2 months ago 20

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?

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

+2

Manually entering tickers is unacceptable.  We are asking for a CSV import.  Please make this happen.

I will not be renewing or recommending my premium subscription if the site is not better updated.

+13

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.

+2

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

+1

SANMANAS TEERANUWAT

TY

+1

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 

+2

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

+3

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

+4

Please add CSV import.

+1

តើខ្ញុំយកផងប័ត្រខ្្ញុំដោយរបៀបណា

+4

seriously?? No CSV import? I was considering getting a premium subscription but will not do if this is missing. 

+2

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 :) 

+1

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

+3

+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.

+1

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

+1

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💙

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.