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Portfolio Import

Started by Tony, January 04, 2023, 09:14:36 AM

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Hi Sacha.
I just had a thought. I know that data for a portfolio is kept in an XML file. Is it possible to import Symbols into a portfolio? If I build a portfolio for and industry for example. I have a csv file of symbols and prices. Is this possible?

Tony M.


As of now it is not possible.
To import a portfolio you also need to have data for the quantity, price, and date. So you will need a csv file that has all these data and not only symbols.

I have added it in my backlog and will probably add this feature in the future version.
Stockalyze Support
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Thanks. I can only imagine how you can get backlogged in ideas with a project like this.

Tony M