Import Your Stock Portfolio From CSV
Bring positions from a broker export, a spreadsheet, or another tracker in one paste. Stockrove accepts a simple 7-column CSV that covers Philippine, US, and international tickers.
Required columns
| Column | Required | Example | Notes |
|---|---|---|---|
| ticker | Yes | BDO.PSE | Use .PSE, .TSE, .LSE, .TO for non-US markets. |
| name | Yes | BDO Unibank | Free text — used for display. |
| shares | Yes | 100 | Positive number. Fractional shares allowed. |
| avgPrice | Yes | 140.00 | Average buy price in the row's currency. |
| currency | Yes | PHP | ISO code: PHP, USD, JPY, EUR, GBP, etc. |
| buyDate | Yes | 2024-01-15 | ISO date. Used to sort and display. |
| notes | No | Long-term hold | Optional free text. |
Example rows
ticker,name,shares,avgPrice,currency,buyDate,notes
BDO.PSE,BDO Unibank,100,140.00,PHP,2024-01-15,Long-term hold
AAPL,Apple Inc.,10,165.20,USD,2024-03-05,
JFC.PSE,Jollibee Foods,50,240.00,PHP,2024-06-01,Validation rules
- Header row required. The first row must contain the column names above.
- Numbers only in shares and avgPrice. No currency symbols or commas.
- ISO dates. Use YYYY-MM-DD in the buyDate column.
- Ticker suffixes are respected. BDO alone assumes US; BDO.PSE targets the Philippine Stock Exchange.
- Free-plan limit still applies. Free accounts can import up to 10 holdings. Upgrade to Pro to import more.
Duplicate & error handling
Rows with the same ticker are kept as separate entries so you can track multiple lots — merge them later by editing individual holdings. Rows that fail validation are skipped, and the toast message lists the failing row numbers so you can fix them and re-import.
Export your portfolio
Use the Portfolio page's Export CSV button to download every position in the same format. Great for backups, spreadsheet analysis, or moving between accounts.
Privacy
Your CSV upload is parsed in your browser and written to your Stockrove account. Portfolio data is private by default — only you can see it unless you deliberately generate a public share link.