When you click the Add Investments button, select "Upload a file" where you can add multiple positions via Excel/CSV. Note you can only add multiple positions for a specific date only.
- Download a position form template as an Excel spreadsheet
- You need to populate 2 mandatory fields (Ticker and Quantity) and save this
- Click "Upload a file" and upload the saved spreadsheet
- You will see an instrument resolution screen where you can resolve unresolved Tickers
- You will also need to resolve the Custodian/Account from where the position is held. Right now, you will have to do that one by one.
- Make sure the Position Date is set at the date the positions relate to
- Press Save
- You will now see the positions represented in your Dashboard, Net Worth and Positions tabs