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Import Portfolio From CSV

To import a CSV, at least one column of type Symbol must be specified. Exchange/Prefix, Shares Held, & Cost Basis columns can be imported as well.

  1. Upload a CSV file containing at a minimum a column of the stock symbols you would like to import.
  2. Once your CSV has loaded as a table, select which columns contain Exchange/Prefix, Symbol, Shares Held, or Cost Basis using the drop down lists in the table header.
  3. Below the table, choose which watchlist to add the stocks to and whether you would like to receive email and SMS alerts for these stocks.
  4. Click the Import Into Watchlist button.

Important Note

This is a one-time import and will not be linked with your brokerage for ongoing updates. To see if your brokerage allows for automatic syncing, please visit My Linked Brokerages to add a linked brokerage portfolio.

Upload A CSV File: