mmandella

That worked! Love this platform. I tell everyone about it.

Hi! I keep my long stocks seperate from the rest of my accounts (I use M1) I keep track of them on a excel sheet. I would like to be able to manually add the portfolio and track the value of that portfolio. I am trying manually import an excel file that has ticker, quantity, and paid. I would like to be able to copy paste this into medved portfolio and have it pick up those fields. What format does medved read from for copy and pasting in those fields into a portfolio? Is there an example of how the text should be look in order for medved to copy it into a portfolio? thanks! Thanks for all you help! Loving the program so far.

Hey! Really loving the platform so far! I keep track of some of my holdings using excel and would like to know what format I need to have the text in to import (copy paste) directly into a medved portfolio. Essentially i just need symbol, paid, and qty. What would be the best way to MANUALLY insert that information specifc information in allowing medved to pull the ticker info and use the manually inputted quanitiy and paid? Thanks for all your help!