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Manually Adding Portfolio from excel or text file


mmandella

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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.

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