Importing Holdings
Bring in your dividend portfolio in bulk via CSV — during portfolio creation or by exporting and re-importing transactions.
Enter original prices, not split-adjusted
Whether you import via CSV or enter manually, use the actual price and quantity from your brokerage statement on each purchase date. The system handles stock splits automatically. See the Adding Transactions guide for details.
Where to Import
Create Portfolio Wizard (recommended)
During portfolio creation at /create-new-portfolio, step 3 (Holdings) lets you choose an intake mode:
- Transactions — full buy/sell history (best for accurate cost basis and performance)
- Holdings — current positions only (symbol, shares, cost basis per line)
- Link brokerage — auto-import via Plaid (Standard plan and above)
Existing portfolio
On an open portfolio, use Add Transaction to enter rows one at a time. You can also export your current transactions as CSV from the portfolio menu (Export CSV) to use as a template for future imports.
CSV Format Requirements
Transactions CSV
Use this when importing buy/sell history. Click Download CSV Template in the wizard to get a starter file.
AAPL,Buy,2024-01-15,10,185.50,0
MSFT,Buy,2024-02-20,5,420.00,0
- Symbol — ticker (e.g., AAPL, SCHD, VYM)
- Type — Buy or Sell
- Date — YYYY-MM-DD, YYYY/MM/DD, M/D/YYYY, or M-D-YYYY
- Shares — quantity purchased (original, pre-split count)
- Price — per-share price on that date (unadjusted)
- Fee — commission (use 0 if none)
Holdings CSV
Use this when you only know your current positions, not full transaction history.
AAPL,10,185.50
MSFT,5,420.00
- Symbol — ticker
- Shares — current share count
- Cost Basis — average cost per share (or total cost, depending on your export)
Alternative column names are accepted: Ticker, Quantity/Qty, Avg Cost, Price.
How to Import
1. Prepare your file
Export from your brokerage or spreadsheet. Ensure the first row contains column headers. Both comma and tab-delimited files work (.csv or .txt).
2. Upload or paste
In the wizard's Holdings step, click Upload CSV or paste rows into the text area and click Parse. Rows appear in the editable table below — review before continuing.
3. Review and finalize
Fix any validation errors shown in red, then proceed to the Review step and click Finish. The system submits your data and rebuilds portfolio positions automatically.
Troubleshooting Common Errors
"Missing required column(s)"
Your header row is missing Symbol, Date, Shares, or Price (for transactions) or Symbol, Shares, Cost Basis (for holdings). Download our template and match the column names exactly.
"Date must be valid"
Dates must parse to a real calendar date. Use YYYY-MM-DD (e.g., 2024-01-15) if your brokerage export uses an unusual format.
"Shares must be greater than 0" or "Price must be greater than 0"
Check for blank rows, zero quantities, or dollar signs left in numeric fields. The importer strips $ and commas from prices automatically, but empty cells will fail validation.
Numbers look wrong after import
If you entered post-split prices and quantities instead of original brokerage values, your cost basis and returns will be off. Re-import with statement-accurate figures — see Adding Transactions.
Unknown ticker / symbol not found
Use standard US ticker symbols (e.g., AAPL not Apple Inc.). OTC and international tickers may have limited data. Contact support if a major exchange-listed stock is not recognized.
Start with your largest positions first. You can always add more transactions later from the portfolio page.
Do not manually adjust for stock splits before importing. Enter what your brokerage statement shows — the system recalculates share counts internally.
Still have questions? Visit the Help Center or email us at customerservice@dividend-wealth.com