2.4 Portfolio upload via CSV template

If you prefer to upload your strategy as a file rather than filling it manually, you can use the CSV import feature.

Step 1: Open the import dialog

Click the "Import CSV" button at the top left of the strategy input field.

Step 2: Download or upload

A popup will appear with two options:

• Download template
• Upload your file

We recommend using the template to ensure the correct formatting.

Step 3: Fill in the template

Open the downloaded file. It includes the following columns:

• Symbol (e.g. VTI, VXUS)
• Allocation (in %) or Shares
• Expected Return (optional)
• Volatility (optional)

Step 4: Upload your file

Fill in the values and drag & drop your file back into the upload field. When uploaded, your strategy will be automatically populated based on the data.

If you want to use shares, expected return or volatility in the upload, activate it at the strategy input level before importing.