Portfolio Updates: Better CSV Experience

September 1, 2019

Almost everybody that invests have all their stock transactions in a Microsoft Excel/CSV spreadsheet.

If not, your broker may allow you to export all your transactions (JMMB does).

While we’ve had CSV import for a while now, we’re making it even easier and user-friendly :).

Updated Transaction Table

We’ve also updated the transaction table user interface to allow easier sorting of transactions. Search and filter available soon

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2 Responses to Portfolio Updates: Better CSV Experience

  1. GunningP GunningP says:
    December 12, 2019 at 1:40 pm

    I actually like this update. I’m able to update my purchases/ additional shares and new positions rather quickly.

    Reply