2.4 Portfolio upload via CSV template
If you prefer to upload your strategy as a file rather than filling it manually, you can use the CSV import feature.
① Click the “Import CSV” button at the top left of the strategy input field.
② A popup will appear and you’ll see two options:
- Download template
- Upload your file
We recommend using the template to ensure the correct formatting.
③ Open the downloaded file. It includes the following columns:
- Symbol (e.g. VTI, VXUS)
- Allocation (in %) or
- Shares
- Expected Return (optional)
- Volatility (optional
④ Fill in the values and drag & drop your file back into the upload field. When uploaded your strategy will be automatically populated based on the data.
If you want to use shares, expected return or volatility in the upload, activate it at the strategy input level before.
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