Supported CSV Formats:

Format 1 – Simple Format:

ticker,type,date,quantity,price,total
AAPL,buy,2024-01-01,100,150.00,15000.00

Format 2 – Your Excel Format:

Stock Symbol,Purchase Date,Shares,Price per Share,Current Price
SHOP,02/03/2021,0.00437,1280.97,1280.97

Download this sample: Download Sample CSV

Accepted Column Names:

• Ticker: ticker, symbol, stock, stock symbol
• Date: date, purchase date, transaction date
• Shares: quantity, shares, qty
• Price: price, price per share, unit price
• Type: type, action (defaults to “buy” if missing)