Bulk loading Securities

sprimost's Avatar


30 Jun, 2021 09:29 PM

I have a brokerage account with a large number of securities. I know the manual way (create each security and then assign security to account) plus setting up a "beginning balance" but seems a bit labor-intensive.

Is there a way that I could take a CSV files of the name of the security, and ticker to at least add the securities to reduce the keying effort? Would the brokerage statement of transactions set up the balance once security is assigned to the account with a csv or does it need to be a qif?

  1. 1 Posted by dwg on 30 Jun, 2021 10:59 PM

    dwg's Avatar

    I'm a fellow user.

    I do not know of any utility that could do this with a CSV file. CSV files have pretty limited usage when it comes to Investment accounts, understandable given the structure. I think it would have to be QIF.

  2. 2 Posted by Stuart Beesley ... on 01 Jul, 2021 12:30 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar
  3. System closed this discussion on 30 Sep, 2021 12:30 PM.

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