Import transactions from CSV
Use Add Bulk Transactions to add a transaction history to a manual portfolio you own. Manual portfolios are available on Free, Pro Lite, and Pro, within your plan's limits.
Before you begin
Select the manual portfolio you own. The import action is not available in Combined View or for brokerage-supplied transactions. On a phone, open Portfolio Actions to find Add Bulk Transactions.
Prepare the file
Use the CSV template offered in the import dialog. Keep its headings and remove the example rows before adding your own transactions.
| Field | What to enter |
|---|---|
| date | Transaction date in YYYY-MM-DD form. |
| type | buy, sell, deposit, or withdrawal. |
| symbol | The ticker for a buy or sell; leave blank for a deposit or withdrawal. |
| shares | Shares as traded for a buy or sell. |
| price | Price per share as traded for a buy or sell. |
| amount | Cash amount for every row. |
| fee | Optional transaction fee. |
| notes | Optional description. |
For buys, amount includes shares times price plus the fee. For sells, use net proceeds. For deposits and withdrawals, use the cash moved. Enter shares and prices as traded; do not manually adjust them for later stock splits.
If an imported buy would overdraw the portfolio's recorded cash, the import can add a backing deposit. These are additional portfolio records, not actual brokerage transfers. Review your cash history before importing so you can reconcile any deposits added with the batch.
Import and review
Open the import
Select Add Bulk Transactions. Choose your CSV in Import transactions from CSV.
Review the preview
Check the file name and the All, Errors, and ready counts. Use the page controls to inspect the whole file.
Correct errors
Select Errors to see invalid rows. Select a cell to edit it. Press Enter or leave the cell to keep the edit; press Escape to cancel that edit.
Confirm the batch
Remove an unwanted row with its remove control. Once every remaining row is ready, select Import with the displayed row count.
Choose different file or Back returns to file selection. Cancel closes the import before submission. Removing a preview row removes it from this import batch, not from transactions already saved in your portfolio.
Check the result
Wait for the import and recalculation to finish. Read Import complete for the imported transaction count and any extra auto-backing deposit count. Open Transactions, confirm the dates and amounts, and reconcile added deposits with your actual cash history. Then review Holdings and cash.
If import reports an error, read it and correct the batch. Check your existing transactions before attempting the same file again.
Limitations
The dialog checks required headings, empty contents, the batch row limit, and each row's values. Correct the displayed errors before importing. Importing history changes your portfolio calculations. It does not execute brokerage trades or move real cash.