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Import Sector Allocation History

You can use our mass import tool to upload your sector allocation data.

Go to Company Profile / Programs and click Mass Portfolio Composition Import. You can also download a sample file there.

The correct field names are:
Stock.Materials, Stock.Materials.Long, or Stock.Materials.Short
Stock.Energy
Stock.Industrials
Stock.HealthCare
Stock.Financials
Stock.InformationTechnology
Stock.TelecommunicationServices
Stock.ConsumerStaples
Stock.ConsumerDiscretionary
Stock.RealEstate
Stock.Utilities

You can also update allocation history via API.

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