Ability to upload CSVs of stock positions

Hello,

Adding the ability to upload and process CSVs of stock positions would save a lot of time I believe it would be a great feature.

 

Many thanks.

mpeep's picture

Thanks for your feedback on the app.  This is indeed an excellent feature, and we do already have an existing ticket for this.  Could you expand on how this would save you time?  Do you require DRIP functionality?

.cg.

Thanks for getting back to me.   

I am able to download my positions from my share dealers it would save time as I would download one file which would either contain multiple buys/sells or posistions and then would upload it. Rather than updating them manually.   The DRIP feature is not something my current share dealer offers.  

(This may also help those that use services such as yahoo finance who do not offer the same dividend tracking services that yourselves offer but does offer the ability to import data via csv)

mpeep's picture

Understood.  Thanks for clarifying how you are using the app.  I agree the upload would make things much easier, and we will keep it in mind as we prioritize features going forward.

.cg.

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