How to Bulk Add Transactions to Create Your Stock Portfolio

Learn how to obtain your transaction history from your broker and add your data into Simply Wall St.

Contents of this article:

• Finding Your Data
• Identifying Required Data Columns
• Importing Data into Simply Wall St

Finding Your Data

Every broker typically offers a section where you can download or view a report of your full transaction history. These sections are usually found under your account on pages named like "Tax & Documents", "Transactions", "Reports", or "Activity".

1. Locate the section: Navigate to the appropriate section in your broker's platform.
2. Select Timeframe: If you're given the option, choose the desired timeframe. We recommend selecting data since the inception of your portfolio for comprehensive historical tracking.
3. Choose File Format: If available, select an Excel or CSV format. This allows for easy data manipulation in Excel or Google Sheets.

Identifying Required Data Columns

After obtaining your transaction history, identify and prepare the following five columns of data:

1. Ticker/Stock Name
2. Transaction Type: Either BUY or SELL (Dividends and other transactions will be automatically generated by Simply Wall St.)
3. Transaction Date: Ensure the transaction dates match one of the accepted formats. You can change the date format in our table by clicking on the header to match the one in your transaction history.
   • Accepted date formats:

     • DD/MM/YYYY

     • MM/DD/YYYY

     • YYYY/MM/DD

4. Number of Shares: The quantity of shares purchased or sold in each transaction.
5. Price Per Share: The price at which the shares were purchased or sold.

Note: A 'Fees' column is coming soon where you can input other charges or fees associated with your buying or selling transactions.

Importing Data into Simply Wall St

1. Copy Data:Select the data from your spreadsheet or source. It's efficient to select multiple values (e.g., the entire column) at once.
2. Paste Data: In Simply Wall St, paste your data into the corresponding fields.
3. Verify Tickers and Exchanges:
   • Check Tickers: Ensure that each ticker symbol matches the correct company.
   • Confirm Exchanges: Some companies are listed on multiple exchanges. Verify that you've selected the correct one for each transaction.

Still have questions or need further assistance?

Don't hesitate to contact our support team through our support contact form or email us directly at support@simplywallst.com. We're here to ensure you have the best experience possible.