Import Portfolio

Upload an .xlsx file with weekly portfolio and benchmark returns.

1. Upload

→✓. Preview

→✓. Done

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Drop your .xlsx file here or click to browse

Max 10 MB · .xlsx only

Required columns:

Date · Total Value · Net Deposits · Period Deposits · Period Return · SPY Period Return

Currency: $100,000.00 · Percent: 3.65% · Date: MM/DD/YYYY or DD/MM/YYYY