![]() Once you confirmed that all your stocks have been identified properly, click on Import Portfolio to finish the process.įeel free to contact our support department with any questions or suggestions. Use the toggle button at the bottom of the box to filter for only incorrect or unidentified instruments.Īlso, you can delete unwanted rows, simply check the unwanted row and click on Delete. You can change any that are incorrect or not your preference by clicking the box and choosing the instrument you prefer. Please review the symbol column and approve or change the tickers. You can also use ISIN code instead of the symbol or the name. This can be done by choosing the relevant identifier in the drop-down box above the column that displays the tickers. In this step, you will need to check that the columns have been identified properly by our system.
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