Update Portfolio

Replace positions by uploading a new CSV file

Select Portfolio

Portfolio to Update *

CSV format only

Required CSV format — first row must contain:

ISIN, Ticker, Quantity, Currency

Mandatory: ISIN, Quantity | Optional: Ticker, Currency

Excel files must be exported as CSV first

Select CSV File

Warning: Uploading a new CSV will delete all existing positions and replace them with the positions from the new file.