If the file has a Buy Date column, it will be ignored since the Position As of date, which is specified in a dropdown in the import window is used as the buy date. If it is omitted, the current price for the stock, ETF, or fund will be used as the cost basis. If the price column exists, it will be used for the cost basis. This type of file should have the headings Ticker and Quantity.
When importing by quantity you will want to select the Content Type, “Holdings on One Date”, as shown in the screenshot below.Īfter selecting the content type, click ‘Browse’ to navigate to the file that you want to import. The format of the file you import is typically an Excel spreadsheet, or a CSV or text file (. txt portfolio file as a Windows CSV file from Excel before importing.
#Stockfolio import from exchange mac
Note to Mac users: You may need to save your. Please note that you cannot combine two portfolios by importing one into the other.
For more information on the Investors’ Library, please see the Library help documentation. You can also import a portfolio from the Stock Rover’s Investors Library. To import from a file right click on ‘Portfolios’, and select ‘Create Portfolio’ and in the following screen, select ‘Import holdings from file’. In Stock Rover it is possible to import a portfolio, which means that you can import portfolios from an export from most brokerage houses, as well as portfolios contained in spreadsheets, portfolios that have been exported from Stock Rover, and portfolios from our library.
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