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How to Import Stocks from Excel to a New 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 be directed to the Import from Excel page.
You have two ways to Import portfolio from excel:
Click on Create a new portfolio radio button.
Enter a unique name for the portfolio. This unique name will help you identify each portfolio distinctly. For example, here we have named the Portfolio as Import from Moneycontrol.
Select the Portfolio Status from the drop down list. The status of the portfolio identifies you as a Resident Indian, Non Resident Indian, Corporate Body or Overseas Corporate Body.
Select the Exchange in which you are trading and click on <Go>
You will now be directed to the Import from Excel page.
Here, select the service where you have been currently tracking your stock and mutual fund investments, from the drop down list.
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 confirmed all your transactions, click on <Save> to proceed.
You will now be directed back to the Consolidated Holdings Report.
You will find that the stocks have been added to the new Portfolio.
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