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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.
Go to the Homepage of Portfolio Tracker and click on Import stocks from excel.
You will now see be directed to the Import from Excel page.
You have two ways to Import portfolio from excel:
Click on Select an existing portfolio
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.
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.
Click on <Choose File> and then select the excel file that you have downloaded from your respective portfolio tracker.
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:
After checking and changing the required entries, click on <Proceed> to add them to the new portfolio.
So in this particular step, you need to confirm all the following details:
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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