Portfolio (Demo)



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 comma-separated. Additional columns will simply be ignored.

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 this stock trades in)
Column 7) Date of transaction (YYYY-MM-DD or MM/DD/YYY)
Column 8) Total after fees (Blank is allowed) (based on the currency this stock trades in)
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"

Feel free to contact me if you have any questions.