Quick Add
Bring in data fast—either upload a file or enter rows manually into an easy grid.
Quick Import Steps
- Upload a file to automatically create or update your accounts, assets, and transactions in AssetView
- File may be CSV, XML, JSON, Excel or Text
- Tip: The easiest method for file upload is to go to your financial instition's account positions page (e.g. in your brokerage account) and download a CSV file (the download icon typically looks like this: )
- The file will be scanned and interpreted
- Review the proposed accounts, assets, and transactions or positions
- Edit the proposal (only if needed)
- Click Import to create or update records in your AssetView portfolio
Quick Grid Steps
Add data manually.
- Select an existing account or add a new account
- Select an existing asset or add a new asset
- Add transactional information (e.g. for a buy, add the date, number of shares, and per share cost)