Can I import my portfolio from an Excel sheet?
Yes. Using the Easy Portfolio Upload tool, you can copy data directly from your Excel sheet and paste it into PortfolioPilot. Our AI will automatically parse the data and create a manual portfolio in your account. Visit the provided link for a tutorial walk-through.
You can also use the statement upload feature to submit files in almost any format—documents, statements, or spreadsheets. Our AI will extract the relevant data, and your portfolio or transactions will be updated within 72 hours. To access this, go to the Track page and look under the Net Worth section. Click Add Account, then select Upload Statement.