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Add Positions
You'll be able to choose which portfolio to add positions to in the next step
Choose how to add positions
Add positions manually
Search and add instruments one by one with full control
Upload CSV file from your broker
Import multiple positions at once from broker statements
Add Positions Manually
Choose which portfolio to add these positions to
Positions to Add
0 positionsSearch and select instruments to add positions
Ready to add 0 positions
All positions must have valid cost price and quantity
Upload CSV File
CSV positions will be added to this portfolio
CSV File Requirements
Please upload a CSV file containing the following required fields:
- ISIN or Ticker - instrument identifier (at least one required)
- Cost Price - purchase price of the asset
- Quantity - number of shares/units owned
Note: If price or quantity is missing, you can fill them manually after import.
Click to select CSV file
or drag and drop
Map CSV Fields
Value
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Today
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1M P&L
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