Import Brokerage Accounts!

  • Question
  • Updated 4 years ago
  • Answered
Why doesn't this site import my holdings from brokers! I own a lot of stocks and do not wish to enter each one by hand!
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Paul C. Knudsen

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Posted 5 years ago

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Stephen, Official Rep

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Official Response
Hi Paul,

Thanks for your feedback. We are working hard to add support for direct importing from brokerage firms in the near future.

Currently, we do offer portfolio imports through a CSV file for TD Ameritrade, Etrade, Schwab, and Google Finance (will be adding more soon!)

If you have an online account with any of these, you can export them into a CSV file and then import directly into Portfolio Monkey by selecting the "Import" button and then uploading the CSV file on the Create Portfolio Page.

Please stay tuned!

Thanks,

Stephen
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Any update on this?
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Stephen, Official Rep

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Mburdsall-

It's still in the works but hoping to add support for it soon. While somewhat more time consuming, we do currently support CSV import's for several different brokerages.

Will keep you posted.

Steve