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Stock Portfolio Manual
Example CSV File
Portfolio, Watch List, Cash, Symbol, Name, Date, Shares, Price, Dividend, Commission
Portfolio - The name of the portfolio that the transaction occurred.
Watch List - The name of the watch list.
Cash - The amount of cash in the portfolio. Each portfolio must have a line with just the name and cash filled out in each CSV file. If the portfolio is a TSP portfolio, then the cash should be "-1"
Symbol - The symbol of the transaction.
Name - The name of the stock.
Date - The date format is mm/dd/yy
Shares - The amount of share in the transaction
Price - The price of the stock during the transaction.
Dividend - Used to add dividends to a stock position. The Shares, Price, and Commission fields must be blank to use this field.
Commission - The commission for the transaction.