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How do I import and export portfolio data?
Can I import a CSV file as a securities account?
How do I import a CSV file?
How to get a CSV file with dividends?
Download important data from your portfolios or watchlists to your computer to save, share, or use in spreadsheets. Find out how to export and import basic information from or to your lists as...
- Landing Page
- Create A New File
- Fund Accounts
- Import Broker Share Portfolio
- Get Dividend Csv File
- Import Dividend Transactions
- Use The File
It is assumed you’ve been through the Guide on getting started tutorial so Portfolio Performance is installed (see Installing the application), you have some familiarity with it and the landing page is open (if the landing page was closed then reopen it with Help, Welcome).
Note: Portfolio contains at least two accounts, Deposit account with money and Securities account with shares (see Accountsfor details). From the Landing page click the Create a new filelink or use File, New: 1. Choose the base currency Australian Dollar (AUD) 2. Add securities and reference accounts eg Securities Account: Broker Securities, Refere...
In this tutorial there is a buy every four weeks for eight periods and one sell. Deposit $60,000 into the Broker Funds account on 1/1/21. Under Accounts, Deposit Accounts: 1. select the account to add money to 2. click on the right side “+” sign and then click on “Deposit” (or “Transfer”) 3. add opening balance(s) to Deposit Account(s)
File, Import, CSV files, brings up an open file dialogue. 1. Select DemoPortfolio.csv Five types of data are supported: Account Transactions, Portfolio Transactions, Securities, Historical Quotes and Securities Account and each type has a different set of minimum fields. 1. Type of data for this tutorial is Portfolio Transactions then accept Delimi...
There are various ways of getting a csv file with dividends. In this example bank statements are imported into a cashbook and a csv file is exported periodically with dividends. Save the following CSV file exported from the data source as DemoDividends.csv
File, Import, CSV files, brings up an open file dialogue. 1. Select DemoDividends.csv 1. Type of data for this tutorial is Account Transactions then accept Delimiter and Encoding Value field will vary depending on tax treatments. In this example dividend Value is the Dividend deposited into the bank account and Franking (tax) credit. 1. Map matchin...
Refer back to the Guide on getting startedtutorial to use the application. Please help keeping this tutorial up to date by editing it.
Feb 6, 2024 · Login to Yahoo Finance. Create a dummy portfolio with at least one entry of any Stock or ETF. Why? This is because only after you have at least one portfolio will you see the Export button, and you will be able to download a template of your .csv file. From your portfolio, click on the "Export" button. This will download the "quotes.csv" file.
Figure 1. Menu File > Import. There are two primary data sources: PDF documents and CSV files. Some brokers or banks may present this information in a proprietary format. Templates for major banks or brokers are available. PDF Bank Documents. CSV files (comma-separated values)
I'm Importing portfolio data into Yahoo Finance. Where can I include transaction type info? When I exported their CSV to check for the fields and orders etc, it has nowhere a column for transaction type of: BUY or SELL. Anyone knows how and where to insert that info in order for Y!Finance to take it into calculations and show it?
Looking for a way to forecast the future of a company? View and download historical price, dividend, and split information for a quote to work with in a spreadsheet on your computer. Learn how to...
Feb 6, 2024 · To import a CSV file to Yahoo Finance, you need to follow these steps: Log in to your Yahoo account and go to Yahoo Finance. Click on “My Portfolio” in the menu bar and then “Create Portfolio”. Click on “Import” and then “Choose File”. Select the CSV file that contains your portfolio data and click “Open”.
