Data Import

Available fields for Mass Portfolio Composition Import

Date: October 5th, 2022
By: admin
Categories: Data Import, Portfolio Composition

Using Excel AutoFill for dates

Date: June 24th, 2021
By: admin
Categories: Data Import

Import Custom Instruments using trades import

Date: March 21st, 2021
By: martin
Categories: Data Import

Import Sector Allocation History

Date: February 17th, 2021
By: martin
Categories: Data Import

Creating Import file / Mass import file

Date: February 17th, 2021
By: martin
Categories: Data Import

Mass Quarterly Data Import

Date: February 16th, 2021
By: martin
Categories: Data Import

Mass Daily Data Import

Date: February 16th, 2021
By: martin
Categories: Data Import

Import NAV

Date: February 16th, 2021
By: martin
Categories: Data Import

Use FTP to update my factsheets

Date: February 16th, 2021
By: martin
Categories: Data Import

Set Auto-import

Date: February 16th, 2021
By: martin
Categories: Data Import

Update or import your data

Date: February 16th, 2021
By: martin
Categories: Data Import, Performance Data

Upload data from Interactive Brokers

Date: February 16th, 2021
By: martin
Categories: Data Import

Upload daily performance

Date: February 16th, 2021
By: martin
Categories: Data Import

Calculate portfolio composition from trades or instruments

Date: April 26th, 2019
By: admin
Categories: Data Import

Import Trades

Date: April 26th, 2019
By: admin
Categories: Data Import

Mass data import

Date: April 12th, 2019
By: admin
Categories: Data Import

Most common mistakes when importing data.

Date: April 12th, 2019
By: admin
Categories: Data Import

Mass Portfolio Composition Import

Date: January 7th, 2019
By: admin
Categories: Data Import

Import Portfolio Composition

Date: January 7th, 2019
By: admin
Categories: Data Import

Updating and uploading monthly performance data

Date: November 29th, 2018
By: admin
Categories: Data Import

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