How to upload CSV file for transactions portfolio
1. Go to Portfolios tab
2. Click New Portfolio button
3. Select Create A Portfolio then supply portfolio information (name and currency) then click Next
4. Select Portfolio with Transactions
5. Choose upload CSV file using the Select a CSV file to import button (you can also download a sample CSV file so you can see proper formatting - Click here to download sample now)
6. Match corresponding columns and then click on the Create button.