How to Import/Upload a Portfolio using a CSV file?
Step 1:Go to All Portfolios and select New Portfolio.
Step 2: In a CSV file, add all the data in the format instructed below i.e., Symbol, Quantity, Cost, and Date (YYYY-MM-DD).
The format of the file should be as shown below.
Step 3: Name the portfolio and click on "Upload File".
Once you are done uploading, you will see the "Create Portfolio" option.
Step 4: Click on "Create Portfolio" and the portfolio will show up under "All Portfolios".
Note: Please adhere to the format and a maximum of 500 stocks can be added in a single file.