Net Worth
$0.00
Total Value
$0.00
Total Cost Basis
$0.00
Gain/Loss
$0.00
Return %
0%
Holdings
Add Holding
Import CSV
| Ticker | Shares | Cost Basis | Purchase Date | Account |
|---|---|---|---|---|
| No holdings yet | ||||
📄 CSV Format Required
Your CSV must include these columns (header row required):
ticker,shares,cost_basis,purchase_date,account_name
Example row:
AAPL,45,6412.50,2022-03-15,Schwab Brokerage
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