Import Holdings

Upload CSV

Supported columns (flexible names): Account Name, Symbol/Ticker, Quantity/Shares, Market Price/Price, Market Value/Value, Name, Book Value (Market), Market Price Currency, Currency/Curr/CCY.

Account Symbol Quantity Book Value (Market) Currency Name

✅ Rows with a valid symbol + quantity are pre-selected.

Import	Account	Symbol	Name	Quantity	Book Value (Market)	Currency	Status

Validating data…

Import complete 🎉

We sent your selected holdings in a single POST request.

Request details

The importer now sends one JSON payload with POST. Frontend and backend both use only importCode + items.

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Import

Import complete 🎉