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Holdings

AAPL AAPL - 1 Transaction added
5 Shares $1,1198.45
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Transactions

Name Order Type Shares Value Order Date Action
Apple Inc AAPL Buy 5.00 $5.00 Sep 1, 2025
Apple Inc AAPL Buy 5.00 $5.00 Sep 1, 2025
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Import instructions

  • You may use tickers or ISIN codes in your file.
  • Provide five columns in the following order:
    • Column 1: Ticker (leave blank if using ISIN)
    • Column 2: Buy price
    • Column 3: Number of shares
    • Column 4: ISIN (optional)
    • Column 5: Order date (DD-MM-YYYY)
  • Each row must include an order date using the DD-MM-YYYY format.
  • Imports update existing holdings instead of replacing them.

Download the sample file or ticker list to prepare your CSV. Sample CSV | Ticker list

Create New Manual Portfolio

Enter your details below, then click “Save & Continue” to begin adding your transactions and holdings with ease.