There are three ways to import accounts to your investment portfolio:

1. Connect your brokerage account

2. Manual Input

3. CSV file upload

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In this tutorial, we’ll demonstrate the quick and easy Manual Input, a way to add your whole portfolio manually in less than two minutes.

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Navigating to Manual Input

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Navigate to Manage Portfolios.

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Then Add Account.

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Then Manual Input.

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Add individual securities

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Add all individual securities for the given portfolio.

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You can search by ticker (AAPL) or security name (Apple Inc), and select from our comprehensive library of ETFs, stocks, mutual funds, and cryptocurrencies.

Note: if a ticker in your portfolio does not come up in the dropdown, add it anyway and the system will do an asynchronous search in the backend from a larger database.

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If you'd like to add cash directly to the portfolio, edit the "Cash Investable" field.

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Finalize portfolio

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Press Continue to enter the account details like account nickname, and whether its tax-free or externally managed.

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Tax-free is used for accounts like retirement accounts (401Ks, IRAs, RRSPs, etc.)

Externally managed is used for managed funds like Robo-Advisors and accounts managed by wealth managers.

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Just like that, your full portfolio is added in less than two minutes! Watch the tutorial on our YouTube channel here.