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Settings & DataStocks

How to import CSV data

How to use the CSV template, select a portfolio, review the preview, and import transactions.

Common symptoms

  • You want to import stock transactions from a spreadsheet.
  • You need the expected CSV format.
  • CSV import shows validation errors or unexpected preview values.

What to try first

  1. 1Open Settings > Data Protection.
  2. 2Open Import from CSV.
  3. 3Use Download CSV Template if you need the expected format.
  4. 4Prepare the CSV with the required transaction details and keep dates, symbols, quantities, prices, and transaction types consistent.
  5. 5Tap Import CSV File and choose the file.
  6. 6Select the destination portfolio when prompted.
  7. 7Review the import preview before creating transactions.
  8. 8If the preview is wrong, cancel the import, correct the CSV, and try again.
  9. 9After importing, review transaction history, holdings, cash, and portfolio summary.

When opening a ticket

  • Attach the CSV file, screenshot of the import preview or error, and destination portfolio name if import fails.
  • Remove unrelated personal information from the file before sharing it.

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