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Manually Adding Portfolio from excel


mmandella

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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!

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