Can I import my transaction data?

Yes, in addition to just importing a watchlist or your holdings you can import a full set of transactions.

To do this you will first need a .CSV file with a list of all your transactions in, this can usually be downloaded from your broker or is available upon request. Note that the full transaction history must be present for us to be able to calculate the correct value of the Portfolio.

To import transactions the following columns are required:

  • Ticker symbol (including exchange if outside of US)
  • Date of transaction
  • Number of shares transacted (can be fractional)
  • Buy/ Sell price
  • Transaction type

Please follow the steps in our Import tool and contact us with any questions.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request