Quick Add
Bring in data fast—either upload a file and let AV AI help interpret it, or enter a few rows manually with an easy grid.
File Upload
Upload a file to automatically create or update your accounts, assets, and transactions in AssetView.
- CSV exports from brokerages, banks, custodians, crypto exchanges, or spreadsheets
- PDF statements (monthly/quarterly)
- Screenshots (e.g., a holdings table, transaction history, or statement summary)
Tip: The easiest method for file upload is to go to your Positions page in your brokerage account and download a CSV file. The download icon is typically looks like this:
Steps
- Upload your file
- AV scans
- Review proposed accounts, assets, transactions
- Edit the proposal (only if needed)
- Click Import to create or update records in your AssetView portfolio
Quick Grid
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)