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FolioTracker

Portfolio Import

Import your records without starting over

Bring in transactions from a CSV or Excel file, or an investment statement, and review everything before it becomes part of your portfolio.

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CSV or Excel

Upload a spreadsheet export from your broker or your own records.

Investment statement

Bring in a statement and map its columns to your portfolio.

Manual entry

Add transactions one at a time when that is simpler.

Column mapping preview

Demo data
Trade DateTransaction date
SymbolHolding
QtyQuantity
PricePrice per unit
AmountTotal amount
18 transactions found2 possible duplicates flagged for review

Import history

Demo data

  • broker-statement-june.csv

    2026-07-02

    18 transactions

  • manual-entries.xlsx

    2026-06-11

    6 transactions

  • broker-statement-may.csv

    2026-06-01

    22 transactions

FolioTracker does not request or store your broker password.

Everything the import tool covers

CSV upload

Import a standard comma-separated file exported from your broker or spreadsheet.

Excel upload

Import an .xlsx file without needing to convert it first.

Column mapping

Match each column in your file to the right field in FolioTracker.

File preview

Preview detected rows before anything is added to your portfolio.

Duplicate detection

Possible duplicate transactions are flagged for your review.

Error review

Rows that cannot be read clearly are flagged instead of silently skipped.

Manual correction

Adjust any detected value before confirming the import.

Import history

A record of past imports, including file name and transaction count.

Frequently asked questions

Supported formats will be added after testing and validation. A general CSV and Excel import will support common file structures from the start.

A clearer way to follow your investments

Request early access and receive product updates as FolioTracker prepares for launch in Mexico.

Request Early AccessContact the Team