Stock Tracker Manual

Import a CSV file

You can import a comma separated values (CSV) file to import your stock purchases.

Format

Ticker Symbol, Name, Purchase Date (YYYYMMDD), Number of Shares Purchased, Purchase Price

Steps to import a CSV File

  1. Select the portfolio you wish to import the CSV file to, if the portfolio does not exists you must add a new one first (see Adding a New Portfolio).
  2. Once in the portfolio select the Action button in the bottom left side and select the "Import from CSV File"
  3. Select the CSV file from the list that you wish to import, and then select the Import button at the top.
  4. Once imported, the complete message should be displayed with"Complete, Imported xx symbols from xxx.csv".