How to: Update existing portfolio through CSV Import

 

CSV importing is only applicable when creating a portfolio. Any additional entries after the set up must be added manually. To do this, please follow the steps below:

  1. Open your portfolio and click the Edit Portfolio button
  2. Copy all additional entries from your excel file and paste them all at once in the Edit Portfolio page. Please make sure to match all the columns of the entries based on the arrangement on the Edit Portfolio page.​



  3. Make sure that all the rows added have green check beside the ticker symbol, then click the Save button.
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