Portfolio (Demo)
Overview Summary Add Split


Upload numerous transactions easily.
Simply export your transactions into a file with the following format.

1) One transaction per line.
2) Each line with at least nine columns that are tab-separated (recommended) or comma-separated. Additional columns will simply be ignored.
Note: File should be either .tsv or .csv

Column 1) (-1 or 1 or 0 to indicate sell for -1, buy for 1 and fees for 0) OR (Buy or Sell or Fees text are also acceptable)
Column 2) Exchange Code (i.e. SGX or HKEX)
Column 3) Symbol
Column 4) Units Purchased or Sold
Column 5) Currency
Column 6) Price Paid or Received (based on the currency stated in column 5)
Column 7) Date of transaction (YYYY-MM-DD or MM/DD/YYY)
Column 8) Total after fees (Blank is allowed) (based on the currency stated in column 5)
Column 9) Anything you would like to note about the transaction (Blank is allowed)

Example: 1, SGX, ES3, 1000, SGD, 3, 2015-01-03, 3003, "First trade of the year"




Tips: You can take a look at this Google Sheet to better understand the format.
You can also make a copy of the Google Sheet and edit it for your own use.

Feel free to contact me if you have any questions.




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