Importing data


Portfolios that are defined in another application or software may be imported into Portfolio Lab using files in the Microsoft Excel format.<br><br>Alternatively, accounts held at some custodians can be linked to Portfolio Lab. A <span style="font-weight: bold;">linked account</span> has its positions automatically imported from the custodian every time you start Portfolio Lab, eliminating manual transfer operations.<br><br>The import function is accessible from the <span style="font-weight: bold;">portfolio list</span> view:<br><br><img alt="" src="" border="0px" align="">

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