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Import holdings from a CSV

Bring an export from your broker in one go.

Example: the Import CSV panel where a broker file is chosen and previewed before anything is saved.
Example — a synthetic book on a test build. Figures are illustrative, not a real portfolio.
  1. Export a CSV from your broker. Files must be CSV or plain text and under 5 MB.
  2. On the dashboard, open the import option and choose the file.
  3. Check the preview. Rows that cannot be read are listed with the reason and are not imported.
  4. Confirm to add the rows. Split very large files and import each one.

General information only, not financial advice.

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Import holdings from a CSV — AetherForge AI docs — AetherForge AI