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How Do I Bulk Upload Portfolios?

 YCharts' Bulk Upload tool lets you upload multiple portfolios at once using a simple template, saving you from adding them one by one. 


1. Navigate to Portfolios, then select Bulk Upload.

How to Bulk Upload Portfolios on YCharts - Step 1



2. Download the template that matches your preferred portfolio type.

How to Bulk Upload Portfolios on YCharts - Step 2

 

 

3. Fill out the template, then select your Upload Type and upload your completed file.

How to Bulk Upload Portfolios on YCharts - Step 3