Statement and spreadsheet import adds holdings from a file when an account cannot be connected, or when you would rather not connect it.
Upload a PDF statement, a spreadsheet or even a screenshot, or paste the holdings as text. PortfolioPilot turns it into a list of securities for you to review before saving. Included in the Free plan.
An illustrative statement. Switch between the four import methods.
Illustrative import of three holdings by statement upload, copy and paste, email or manual entry, each ending in a list to review.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
In Track, then Net worth, choose the Securities tile and the import option.
Upload a statement, a spreadsheet or a screenshot, or paste the details as text.
Check each security, shares and value, fix anything off, then save.
The four methods in the import window.
Upload a file or even a screenshot. Each sheet in a workbook can become its own account.
Paste details in plain text and get a structured list back.
Email files directly to PortfolioPilot. Part of the Pro plan.
Add securities one by one.
Upload a statement or spreadsheet and review the result. Import is included in the Free plan.
Get startedShort answers here, with a link to the full help center article where one exists.
Yes. Upload the spreadsheet and review the list. Read more in the Help Center →
Yes. In a workbook, each sheet can become its own account. Read more in the Help Center →
Check the list before saving and correct any line. Read more in the Help Center →
Yes, the manual input tutorial covers it. Read more in the Help Center →
Yes, upload, copy and paste, and manual entry are free. Sending files by email is part of Pro.
Global Predictions provides investment advice only through its internet-based application, PortfolioPilot, and only to individuals who are advisory clients of Global Predictions pursuant to written advisory Client Agreements ("Advisory Services"). The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including globalpredictions.com and portions of portfoliopilot.com) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training. Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.
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