3 example positions · CSV
Current positions
A compact holdings snapshot with ticker, quantity, average cost, and currency.
Import from file
Bring your portfolio history with you
Turn a broker export, statement, or set of screenshots into TrackMyStack holdings. You stay in control with a complete review before anything changes.
How it works
From file to reviewed holdings in three steps
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Choose where it belongs
Import into an existing portfolio or create a new one for the holdings in your file.
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Add your file
Upload one CSV, Excel, or PDF document, or add up to ten screenshots of the same portfolio.
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Review before saving
Check matched assets, quantities, skipped rows, and conflicts. Nothing is added until you confirm.
Files you can use
- Spreadsheets: one CSV or XLSX file
- Statements: one PDF document
- Screenshots: up to ten JPG, PNG, WebP, HEIC, or HEIF images
For the clearest result, include a ticker or ISIN, quantity, currency, and average cost or unit price wherever your source provides them.
What the review shows
- New holdings and updates to assets you already track
- Asset matches that need your confirmation
- Rows the import could not use, with a reason
- Differences between imported and existing history
Dividends, cash transfers, corporate actions, and some broker-specific events may be reported as unsupported instead of being imported. Always check the preview against your source.
Sample files
Start with a format that imports cleanly
These examples contain synthetic data and are safe to edit. Replace the example rows with your own information, or use them to understand the fields TrackMyStack can recognize.
6 example transactions · CSV
Transaction history
A dated ledger with ticker, buy and sell actions, quantities, unit prices, fees, and currency.
The samples are examples, not rigid templates. TrackMyStack can recognize many broker exports with different headings and column orders, but clearer labels produce a more reliable review.
Ready to import?
Open the dashboard, select the add menu, then choose Import from file.
Open TrackMyStack