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Import your portfolio from CSV or Excel

Workflow

  1. Export transactions or holdings from your broker
  2. Upload CSV/Excel in PortView
  3. Review mapped positions and start tracking live P/L

Also supported

Where available: screenshot imports and SnapTrade broker connections for multi-account aggregation.

Import portfolio

Related

Multi-broker trackerPortfolio tracker

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.