02 · UNDERSTAND
Import your current portfolio
The recommended route is to upload the Excel portfolio file downloaded from your brokerage platform.
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Drop your brokerage portfolio Excel hereXLS · XLSX · MAX 10MBExtracted portfolio preview
| Symbol | Quantity | Cost Basis | Current Value |
|---|---|---|---|
| FOLD | 120,000 | 4,820 | 632M |
| FMLI | 85,000 | 7,120 | 721M |
| Gold Fund | 42,000 | 18,950 | 914M |