Upload Securities

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Click to upload or drag and drop

Required Columns

  • Symbol (e.g., AAPL, SHEL.L, SIE.DE)
  • Name (e.g., Apple Inc.)
  • Type (Stock, ETF, Cryptocurrency)
  • Exchange (Code, e.g., NASDAQ, LSE)
  • Currency (USD, EUR, GBP)
Symbol Tip: Use Yahoo Finance tickers. US: AAPL; London: SHEL.L; Frankfurt: SIE.DE; Paris: AIR.PA; Crypto: BTC-USD.
Security Types and Exchanges will be created if they don't exist.
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