CSV Import
You can bulk-import positions into a portfolio using CSV format. Open a portfolio, click the upload icon, and paste your CSV data. The expected format is:
symbol,shares,avgCost AAPL,50,150.00 NVDA,30,450.00 MSFT,25,380.00
The first row should be headers. Each subsequent row represents a position with the ticker symbol, number of shares, and average cost per share.
After import, you will see a summary showing how many positions were imported and how many were skipped (due to invalid symbols or duplicates).
CSV Export
To export your portfolio data, click the download icon in the portfolio detail view. This generates a CSV file containing all your positions with current market data, suitable for opening in Excel or Google Sheets.
Note: CSV export is available on the Pro plan and above.
Portfolio Sharing
You can generate a public share link for any portfolio. See the Sharing Portfolios article for details.