Portfolio Upload / Update

Smart file import with column mapping

1Upload File
2Map Columns
3Preview & Confirm

Select your portfolio file

Supports CSV, TXT, XLS and XLSX — any separator, any decimal format

Required format — first row must contain these column headers:

ISIN  |  Ticker  |  Quantity  |  Currency

Client_Name  |  Portfolio_Ref (optional, for bulk import)

Mandatory: ISIN, Quantity   Optional: Ticker, Currency

⚠️ Ticker must be from Yahoo Finance (equities) or JustETF / Investing.com (ETFs)

💰 For Cash Positions:

ISIN: CASH | Quantity: amount | Currency: currency code

The currency specified for the CASH row becomes the portfolio's reference currency.

PORTFOLIO VISION·Financial Intelligence | Risk Analytics | Investment SolutionsPrivacy Policy

Disclaimer: All information is interpreted by LLM Models and comes from public sources accessible online. Therefore, it may be outdated or misinterpreted by agents. Before using the information contained in this app, we recommend reviewing it. This app is for informational purposes only.