How to add your trades
Portseido simplifies the process of tracking and managing your investment portfolios, and one of the essential steps in this journey is importing your trades. We understand that investors have different preferences and needs, which is why we offer four easy ways to import and add your trades into Portseido:
- Input via the Website
- Google Spreadsheets
- Import from Your Brokerage Statements
- Let Us Do It for You
In this comprehensive guide, we'll walk you through each of these methods, ensuring that you can choose the one that suits you best.
Input via the Website
Our user-friendly website interface makes manual trade input a breeze. Here's how it works:
- Log in to your Portseido account.
- Navigate to the "Transactions" section.
- Click the "Add Transaction" button.
- Fill in the required trade details, such as stock symbol, trade date, quantity, and price.
Save the trade, and it will be instantly added to your portfolio.
This method is ideal for those who prefer a hands-on approach and want to input trades directly into the Portseido platform.
If you're already maintaining your trade records in a Google Spreadsheet for other purposes, you can effortlessly integrate it with Portseido:
- Open your Google Spreadsheet containing your trade data with the following columns in the first row: Date, Ticker, Action, Shares, Price, Commission
- Connect your Google Sheet to Portseido using our integration feature.
- Navigate to Portseido will automatically import the trade data from your Google Sheet into your portfolio.
This approach is perfect for users who prefer to keep their trade records in a familiar Google Sheets environment while benefiting from Portseido's portfolio tracking capabilities.
Import from Your Brokerage Statements
Portseido simplifies the process of importing trades directly from your brokerage statements:
Log in to your brokerage account and access your trade history or statements. Export the statement in a compatible format (e.g., CSV or Excel). Upload the statement file to Portseido. Our system will automatically parse and import the trades into your portfolio. Review and adjust the imported trades as needed. This method is efficient and minimizes manual data entry, ensuring that your portfolio in Portseido remains up-to-date and accurate.
Let Us Do It for You
For those who prefer a hands-off approach, Portseido offers a concierge service where our team will handle the trade import process for you:
Contact our support team and provide your brokerage statements. Our experts will process and import the trades on your behalf. We'll set up your portfolio according to your specifications. You'll receive a fully managed and up-to-date portfolio in Portseido. This option is perfect for busy investors who want to enjoy the benefits of Portseido without the hassle of manual data entry.
In conclusion, Portseido provides multiple trade import options to cater to your individual needs and preferences. Whether you prefer manual input, integration with Google Sheets, direct import from brokerage statements, or our concierge service, we've got you covered. Choose the method that suits you best, and start enjoying the power of Portseido for tracking and managing your investment portfolios.