Import Holdings from CSV
CSV Format Requirements
Your CSV file should have the following columns:
- instrument_id (optional) - Unique instrument identifier
- account (required) - Account name
- asset_name (required) - Name of the asset
- ticker (optional) - Ticker symbol
- quantity (required) - Number of units
- cost_basis (required) - Total cost basis
- acquisition_date (optional) - Date acquired (YYYY-MM-DD)
- asset_type (required) - MARKET_PRICED, MANUALLY_VALUED, or LIABILITY
- category (optional) - Asset category
- currency (optional) - Currency code (default: USD)
- notes (optional) - Additional notes