Data

Import

Upload a full portfolio JSON (accounts, lots, targets) or a minimal CSV of positions.

Format

JSON

Must match the app schema: accounts, lots, optional targetAllocation, substantiallyIdenticalGroups.

Format

CSV

Columns: symbol, sleeve, quantity, cost_basis_per_share, acquisition_date (YYYY-MM-DD), optional account_id, lot_id. Upload SoFi, then Schwab, then Robinhood in order: lots merge and dedupe when rows match or reuse lot_id.

Replace entire portfolio with this CSV only (clears existing lots and targets from CSV path).