Data Import

Total Mass Import

Available fields for Mass Portfolio Composition Import

Using Excel AutoFill for dates

Import Custom Instruments using trades import

Import Sector Allocation History

Creating Import file / Mass import file

Mass Quarterly Data Import

Mass Daily Data Import

Import NAV

Use FTP to update my factsheets

Set Auto-import

Update or import your data

Upload data from Interactive Brokers

Upload daily performance

Calculate portfolio composition from trades or instruments

Import Trades

Mass data import

Most common mistakes when importing data.

Mass Portfolio Composition Import

Import Portfolio Composition

Updating and uploading monthly performance data