Importing holdings from CSV

CSV import is the fastest way to add multiple holdings to your portfolio at once. This guide covers everything you need to know about importing holdings.

Preparing your CSV file

Your CSV file should be a plain text file with comma-separated values. The first row should contain column headers.

Required columns

Column	Description	Example
symbol	Stock ticker or crypto symbol	AAPL, BHP.AX, BTC
quantity	Number of shares or units	50, 100.5, 0.25

Optional columns

Column	Description	Example
cost	Average cost per share	145.50
currency	Currency of the cost	USD, AUD

Example file

symbol,quantity,cost
AAPL,50,145.00
MSFT,25,280.50
BHP.AX,100,42.30
BTC,0.5,42000.00
VAS.AX,200,85.00

Importing your file

1. Open your portfolio dashboard
2. Click the Import button
3. Select Import holdings from CSV
4. Drag and drop your file, or click to browse
5. Review the preview showing detected holdings
6. Correct any issues highlighted in red
7. Click Import holdings

Preview screen

Before importing, you'll see a preview of what will be imported:

• Green rows — Successfully parsed, ready to import
• Yellow rows — Parsed but with warnings (e.g., missing cost)
• Red rows — Errors that need fixing (e.g., unknown symbol)

You can edit values directly in the preview before importing.

Symbol formats

TrackMyShares recognises symbols from multiple markets:

US stocks

Use the standard ticker symbol:

• AAPL — Apple Inc.
• MSFT — Microsoft Corporation
• VOO — Vanguard S&P 500 ETF

Australian stocks

Include the .AX suffix for ASX listings:

• BHP.AX — BHP Group
• CBA.AX — Commonwealth Bank
• VAS.AX — Vanguard Australian Shares ETF

Tip: If you omit .AX for Australian stocks, TrackMyShares will try to match them automatically.

Cryptocurrency

Use the standard crypto symbol:

• BTC — Bitcoin
• ETH — Ethereum
• SOL — Solana

Common issues

Symbol not found

If a symbol isn't recognised:

1. Check the spelling
2. Verify the exchange suffix (e.g., .AX for ASX)
3. Search for the stock manually to find the correct symbol
4. Some delisted or obscure stocks may not be available

Duplicate holdings

If you import a symbol that already exists in your portfolio:

• Cost basis portfolio — The quantities are added together, and cost is averaged
• Transaction-based portfolio — Each import creates a new buy transaction

Number format issues

Ensure numbers are formatted correctly:

• Use periods for decimals: 145.50 not 145,50
• Don't include currency symbols: 145.50 not $145.50
• Don't include thousands separators: 1000 not 1,000

Broker exports

Many brokers offer CSV export functionality:

CommSec

1. Go to Portfolio > Holdings
2. Click Export > CSV
3. You may need to rename columns to match our format

Stake

1. Open your account settings
2. Select Export > Portfolio
3. The format should work directly

Interactive Brokers

1. Go to Reports > Activity
2. Select CSV format
3. Export positions report

Note: Each broker's export format is different. You may need to adjust column names or formatting before importing.

After importing

Once imported, your holdings will appear in your portfolio with live prices. Review them to ensure everything imported correctly.

If you need to make corrections, you can edit individual holdings by clicking on them.