Loading Stock Data
On the Loading page of the Portfolio Analyzer, you can use one of three methods to enter your list of stocks:
Method One
- Click the “Enter Tickers” button on the Portfolio Analyzer interface.
- In the input box that appears, type or paste your list of stock symbols.
- Ensure the symbols are separated by spaces and/or commas (e.g., AAPL, MSFT TSLA).
- After selecting your stocks, click the green “Go” button.
- The Portfolio Analyzer will bring you to the List View page and process your stock list.
Method Two
- Click the “Upload a CSV” button on the Portfolio Analyzer interface.
- Click the “Browse” button and find a CSV file from your computer to upload.
- Use the provided CSV template file to ensure the data is read correctly.
- The CSV file must include a column labeled “Symbol” or “Ticker”, and may also include columns for the number of shares or percent of portfolio.
- After selecting the file, click the green “Go” button.
- The Portfolio Analyzer will bring you to the List View page and process your stock list.
Method Three
- Scroll to the bottom of the screen to find your 6 most recent saved lists of stocks.
- Click on the list you want to revisit.
- The Portfolio Analyzer will load your selected stock list and redirect you to the Stock Table page.
- If you have more than 6 saved lists, click the “View All Lists” button.
- A modal will appear, displaying all your saved lists.
- Select the desired list from the modal, and the Portfolio Analyzer will load it as usual.