![]() ![]() The CVS file must include the following columns: Please note that there is a limit of approximately 50 symbols/instruments per import to a portfolio. Upload your existing portfolio CSV file.Once you access the portfolio page click on Import Portfolio, to begin the import process. Please note that in order to import a portfolio, it has to be in CSV file format. If you have an existing portfolio outside of, such as Yahoo Finance or Google Finance, you can import your portfolio (watchlist or holdings) to our portfolio page To import Watchlist, please go to the Import Portfolio - Watchlist article. ![]() In this manual, we will go over the steps for importing a Holdings. The holdings portfolio allows you to track your transactions, daily profit/loss,.The watchlist is aimed at tracking the performance of selected instruments.'s users can manage 2 types of virtual portfolios: ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |