Import workflowFour guided steps
1
Load CSV
2
Review & Edit
3
Assign Owner
4
Import
Load your CSV
Choose a brokerage export or paste spreadsheet data below.
Parsed locally in your browserYour CSV is not uploaded. Export a current JSON backup before replacing existing quantities.
Choose a CSV file or drag and drop it here
CSV files only
or paste CSV data
Assign an owner
Choose where these holdings should appear in your portfolio.
Confirm import
About this page
Import a brokerage or spreadsheet CSV using symbol and quantity columns. Your file is parsed locally and is never uploaded.
Back up first: Export your current portfolio before using Replace mode.