Add Data using CSV

Instructions

1. Select the Configuration tab on the PortfolioAnalyst page.

2. Select Offline Account under External Accounts and press Continue.

3. Fill out the required information. Then select Upload CSV under How do you want to enter your data?

   

4. Add information about the historical date and starting balance, then click Choose a File.

   • The date is the date of the oldest line of historical data in the CSV file.

   • The Cash Balance is the account balance as of the date you entered.

   • Click Add Another Balance to add more balances.

5. From the File Manager, navigate to the CSV file that contains historical data for the selected account and click Open.

6. Confirm that the correct file appears in the Choose a File box, then click Upload.

   

7.  

8. If the uploaded file is valid you will receive a "File was uploaded successfully" message.

9. Click Continue to upload data for another account or to complete a different task.

 

Additional Resources

• Learn About PortfolioAnalyst External Accounts at IBKR Campus

• Visit the PortfolioAnalyst Website

• Log in to External Accounts