Import Equity, ETF and Derivatives
Equities from Yahoo Finance • ETFs from Morningstar, JustETF, Investing.com
Security Information
Yahoo Finance ticker (include exchange suffix if needed)
ISIN for database identification
Issuing bank or institution
Price currency for this security
Currency the ETF/Fund invests in (defaults to Currency)
Only for futures and CFDs
Percentage of equity exposure (default: 100%)
Percentage of commodity and crypto exposure (default: 0%)
Percentage of inflation exposure (default: 0%)
How it works:
- Single import: Enter ticker manually for one security at a time
- Bulk import: Upload CSV with multiple securities (required: Ticker, Currency, Security Type)
- Security Type: equity, etf, certificate, cfd, equity future, bond future, fx future
- ISIN required for equities, ETFs, and CFDs (Underlying ISIN, stored as CFD_ISIN). Not required for futures
- Future Multiplier required for futures; CFD defaults to multiplier 1
- Certificate: requires Underlying Asset + Note (payout description), behaves like equity
- CFD: OTC instrument, stored as CFD_ISIN (e.g., CFD_US0378331005) with underlying ticker for price fetching. Uses underlying asset ISIN & ticker, Market Value = 0 (like futures)
- System searches Google Finance, Yahoo Finance, and other sources
- Automatically fetches: Price, Dividend Yield, 1y Target, P/E Ratio, Average Daily Volume, Sector, Industry
- Bid/Offer Spread automatically set to 0.025%
- FX conversions applied automatically in portfolio analysis