Importing Your Portfolio from CSV
Upload your holdings from Fidelity, Schwab, or any broker
Import your entire portfolio in seconds with CSV upload.
Step-by-Step Import
- Log in to your broker (Fidelity, Schwab, etc.)
- Download holdings as CSV file
- Go to Portfolio → Import CSV
- Upload your CSV file
- Review mapped holdings
- Click Import
Supported Brokers
- Fidelity
- Charles Schwab
- TD Ameritrade
- E*TRADE
- Vanguard
- Interactive Brokers
- Robinhood
CSV Format Requirements
Your CSV must include these columns:
- Symbol/Ticker: Stock ticker (e.g., AAPL)
- Shares/Quantity: Number of shares owned
- Cost Basis (optional): Purchase price per share
Troubleshooting Import Errors
If import fails, check:
- CSV has headers in first row
- Tickers are valid US stock symbols
- No special characters in share counts