Read a CSV or Excel file containing ETF holdings to add to your portfolio.
Read ETF Holdings File
Read a CSV or Excel file containing ETF holdings data. The file should include columns for company names, weights, and optionally tickers and ISINs.
Drag and drop your ETF file here
or click to select a file
Supported formats: CSV, XLS, XLSX (max 10MB)
File Format Requirements
Required columns:
- Company/Security Names - Full company names (e.g., "Apple Inc.", "Microsoft Corporation")
- Weights - Portfolio weights as percentages (e.g., "15.2%") or decimals (e.g., "0.152")
Optional columns:
- Ticker Symbols - Stock tickers (e.g., "AAPL", "MSFT")
- ISIN Codes - International Securities IDs (e.g., "US0378331005")
Tips:
- Column names are automatically detected
- Weights should sum to approximately 100%
- Empty rows and invalid data will be skipped
- Tables are automatically detected. If detection fails, remove any extraneous content from the file.