Import / Export Data

Upload files, manage database, and export your portfolio data

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JSON, PDF, CSV • Max 200MB

Financial Data

External Data

Benchmarks as of N/AMetadata as of N/A

Export Data

Broker Data

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File Archive

Connected server

View all imported files (JSON, CSV, PDF) that contribute to portfolio data on the connected server. Use the filters and search to quickly find specific imports or troubleshoot missing data.

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