CSV bulk import

If you already track investments in a spreadsheet, don't retype them. CSV import takes the whole file at once and walks you through matching each row to our supported assets.

The format

One asset per row. Columns:

name, ticker, type, location, amount, avgBuyPrice, currentPrice, currency, labels

• type — one of: STOCKS, ETF, CRYPTO, PRECIOUS_METALS, BONDS, REAL_ESTATE, CASH, OTHER
• location — any name you want; we create it if it doesn't exist
• labels — multiple labels separated by ; (semicolons); we create missing ones
• currency — any of our 30 supported ISO codes (USD, EUR, PLN, GBP, ...)

Smart matching

After upload we try to match each row against the supported-assets database. Matches use fuzzy search on name, ticker, and ISIN — small typos are fine.

Sequential review

For every row with candidate matches, we show you the match and a few alternatives. Three options:

1. Confirm — we link the asset to our provider (auto price updates enabled)
2. Pick another — choose a different candidate
3. Skip — keep it as a custom asset with the current price you provided

Unmatched rows become custom assets — nothing is lost. When review finishes, the whole batch drops into your portfolio.