Portfolio Details
Name of your portfolio
Describe your portfolio
USD
Upload holdings time series
Drag & Drop to upload file
Browse
upload_holdings_template.csv
Please check the summary; if everything is good, submit to proceed.
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Requirements for CSV and XLSX files
First row must specify: Date, ISIN, Current Weight
Date column in ISO 8601 format: 2020-01-20
Force renormalize to 100%
Ignore unmapped identifiers
Reconcile multiple share classes
Overwrite dates if they already exist
Key considerations before uploading:
Single-stock equities only: Our platform currently supports only single-stock equities. ETFs, mutual funds and derivatives are not supported.
Market data updates: Market data refreshes daily after close, typically available by 13:00 GMT.
Upload summary
Status: Upload completed
Please be patient while we check a few things with the data you submitted.
DateRecordsTotal wt
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