Advanced Portfolio Builder

Portfolio builder
Add existing portfolio:
Total sum: {{allocationSum( portfolio.id)}} %
No. Asset name or ticker Allocation(%)
Assets {{item.id}}.
{{item.errorMessage}}
Please choose a username.
Upload CSV file
You can upload a csv file or use an input field to explore your portfolio.
Fields need to be in the following format: Symbol, Allocation or Value

Example working csv, where we enter percentages as value (must sum up to 100%):

PortfolioId,Symbol,Allocation
1,MSFT,80
1,AAPL,20
 

Example working csv, where we enter currency as value:

PortfolioId,Symbol,Value
1,MSFT,10350
1,AAPL,25000
 

Example working csv with multiple portfolios, where we enter currency as value:

PortfolioId,Symbol,Value
1,MSFT,10350
1,AAPL,25000
2,SPY,25000

File upload
or copy/paste
Submit