Paste holdings or upload a CSV

One holding or lot per line: ticker, shares or $value, cost basis, purchase date. A header row from a broker export is fine; we read the columns named symbol/ticker, quantity/shares, market value, cost basis and acquired/date.

Import a Business Quant portfolio

Every open lot comes across with its shares, cost basis and purchase date.

Save as my model

Share with your client

Anyone with the link sees a read-only copy of the report as it was when you last saved. It is hidden from search engines.