Skip to main content

​
Import CSV

Use Import CSV to load portfolio allocations quickly instead of entering each algorithm manually.
[GIF placeholder: Importing a portfolio CSV]

​
Typical use cases

  • Restore a saved research allocation.
  • Share reproducible setups across team members.
  • Move between test and production portfolios faster.

​
Import workflow

  1. Open Portfolio and click Import CSV.
  2. Upload a correctly formatted CSV.
  3. Validate the parsed algorithm rows and quantities.
  4. Apply import and review tabs before deployment.
[Image placeholder: Import CSV modal with parsed rows]

​
Troubleshooting

  • Invalid rows: correct algorithm IDs and quantity fields.
  • Missing algorithms: verify availability on your account plan.
  • Unexpected sizing: run a quick review in Portfolio Analytics and Trades before deploying.