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How to Import Stocks from Excel to an Existing Portfolio?

Import from Excel helps you import portfolio directly from ICICI direct, ValueResearchOnline or Moneycontrol.


Step 1

Go to the Homepage of Portfolio Tracker and click on Import stocks from excel.


You will be directed to the Import from Excel page.


You have two ways to Import portfolio from excel:

  • Select an existing portfolio: You can either import the excel sheet to your existing portfolio
  • -OR-
  • Create a new portfolio: Create a new, separate portfolio to import the excel file.

SELECT AN EXISTING PORTFOLIO:

Step 2

Click on Select an existing portfolio.


Step 3

Select the portfolio in which you wish to import the excel file and click on <Go>. In this case, we are selecting Import Portfolio as the existing portfolio for import.


Step 4

Here, select the service where you have been currently tracking your stock and mutual fund investments, from the drop down list. For example, in this case, we are importing the excel sheet from MoneyControl.


Step 5

Click on <Choose File> and then select the excel file that you have downloaded from your respective portfolio tracker.


Step 6

Now, click on <Upload> after selecting the file.


Post uploading, you will be directed to the preview screen, wherein the stocks from the excel sheet get uploaded in the system. Now, you need to check if the following are correct before adding the stocks to the portfolio:

  • ENTRY: Here, you will find the stocks that have been imported from excel.
  • OUR SUGGESTION: When the name of the stock does not correspond to the name entered in our system, you will find the closest matching name here. This could even be blank if the system does not find the matching stock name.
  • Change: In case the name of the stock that you actually own does not correspond to the name in the system, click on Change link and select the correct stock name.


Step 7

After checking and changing the required entries, click on <Proceed> to add them to the new portfolio.

Note: The purpose of this step is to ensure that everything is correct, because once you <Save> the transactions, you will not be able to undo them and this could in turn show you wrong returns calculation.


So in this particular step, you need to confirm all the following details:

  • SCRIP: It enlists the stocks that have been imported from excel. Check if all the stocks have been enlisted.
  • TRANSACTION TYPE: It shows the status i.e whether it is a BUY or a SELL.
  • DATE: It shows the date, when the transaction took place.
  • QUANTITY: Ensure that the quantity of stocks is correct.
  • PRICE: It shows the current market price of the stocks.

Step 8

Once you have verified all your transactions and found no errors, click on <Save> to proceed.

You will now be directed back to the Consolidated Holdings Report.


You will find that the stocks from excel have been added to your existing portfolio.



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