#cbondsnew
Import Your Investment Portfolio from Excel

We are excited to announce a new feature in the "Portfolio" section - you can now quickly and easily import your investment portfolio from an Excel file containing your transactions.

What's New?

Until now, entering data about completed trades and transactions was only possible manually. Today, we've added the ability to import multiple transactions at once: simply upload a file with your trade data, and all the information will automatically appear in your portfolio.

How Does It Work?

1) Prepare Your Excel File
Make sure your file contains transaction data: date, transaction type (buy/sell/deposit/withdrawal), asset with its class, quantity, and price with currency. We recommend following the standard template available for download in the import screen.

2) Upload the File to a New or Existing Portfolio
In the "Portfolio" section, create a new portfolio or open an existing one, select the "Upload from File" option, and then load your prepared file.

3) Review and Confirm the Imported Data
After uploading, the system will automatically recognize the transactions and build your current portfolio. You can review the imported information and make adjustments by editing trades and transactions if necessary.