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Import & Export

StocksBoard supports importing your historical data from various sources and exporting your portfolio for backup or analysis.

Importing Data​

Getting Started with Import​

  1. Navigate to Import from the main menu
  2. Choose your import source:
    • Tangerine Bank export
    • Microsoft Money format
    • Other CSV format
    • Complete portfolio export

Importing from Tangerine Bank​

Tangerine is a popular Canadian bank. If you have a Tangerine investment account:

  1. Go to Import → Tangerine
  2. Download your activity from Tangerine's website
  3. Select the CSV file to import
  4. Map the columns in the file to StocksBoard fields
  5. Review the preview of transactions
  6. Tap Import to load the data

What gets imported:

  • Transactions (buys, sells, dividends)
  • Dates and prices
  • Account information

Importing from Microsoft Money​

If you've been using Microsoft Money to track investments:

  1. Go to Import → Microsoft Money / MSP
  2. Export your data from Microsoft Money as a CSV file
  3. Upload the file to StocksBoard
  4. Review the import preview
  5. Confirm import

Required columns in your file:

  • Security/Asset name or ticker
  • Date of transaction
  • Transaction type (Buy/Sell/Dividend/etc.)
  • Quantity or amount
  • Price (for buys/sells)

Importing from Other Sources​

For CSV files from other brokers or sources:

  1. Go to Import → Other CSV
  2. Upload your CSV file
  3. Map your columns:
    • Identify which column contains the date
    • Identify which column contains the asset name/ticker
    • Identify transaction type
    • Map quantity and price columns
    • Identify amount column for dividends/deposits
  4. Review the import preview
  5. Confirm and import

Sample CSV format:

Date,Symbol,Type,Quantity,Price,Amount
2023-01-15,AAPL,BUY,10,150.00,1500.00
2023-02-20,AAPL,DIV,,,25.50
2023-03-10,MSFT,BUY,5,300.00,1500.00

Column Mapping​

When importing, you'll typically need to specify:

  • Date: Transaction date (supports various formats)
  • Symbol/Ticker: Security identifier (e.g., AAPL, VFV)
  • Name: Full security name (optional, used if symbol not found)
  • Account: Which account (optional, defaults to first account)
  • Type: Transaction type (BUY, SELL, DIV, DEPOSIT, etc.)
  • Quantity: Number of shares (for buys/sells)
  • Price: Price per share
  • Fee: Trading/brokerage fees (optional)
  • Amount: Total transaction amount (for dividends, deposits, etc.)

Import Completion​

After importing:

  1. You'll see an import summary showing:

    • Number of transactions imported
    • Any errors or warnings
    • Accounts affected
    • Securities added

  2. Review Your Data:

    • Check the Transactions list for imported data
    • Verify account balances
    • Review holdings for accuracy

  3. Troubleshooting:

    • If a security wasn't recognized, you may need to add it manually
    • Check date formats match your system's expectations
    • Verify currency conversions if needed

Exporting Your Portfolio​

Export Complete Data​

  1. Go to Export

  2. Choose Export All Data

  3. Select export format:

    • CSV: Spreadsheet format (can open in Excel)
    • JSON: Structured data format
    • Backup: Complete database backup

  4. The file will be:

    • Downloaded to your device
    • Can be shared or stored for backup
    • Can be imported into other applications

What Gets Exported​

  • All accounts and account details
  • All holdings and entry history
  • All transactions (buys, sells, dividends, etc.)
  • Settings and preferences (JSON/backup only)

Export Formats​

CSV Export​

  • Suitable for spreadsheet analysis
  • Can create custom analyses in Excel
  • Easy to review in tabular format

Includes:

  • Accounts CSV
  • Holdings CSV
  • Transactions CSV
  • Assets CSV

JSON Export​

  • Complete structured data
  • Preserves all metadata
  • Can be imported back into StocksBoard

Backup File​

  • Compressed database
  • Can restore entire application state
  • Recommended for disaster recovery

Cloud Storage Integration​

If you want files stored in the cloud automatically, see the Cloud Sync Guide for:

  • Google Drive integration
  • Dropbox synchronization
  • Automatic backup options

Tips​

  • Before major changes: Export your portfolio as a backup
  • Regular exports: Create periodic backup files stored securely
  • Test imports: If importing large files, test with a small sample first
  • Date consistency: Ensure your import dates are in the correct format
  • Symbol conventions: Standardize ticker symbols in your data
  • Verify precision: Double-check that quantities and prices import correctly, especially for fractional shares

Troubleshooting Import Errors​

"Security not found"​

  • Add the security manually through the Assets section
  • Sometimes securities need to be found by full name instead of ticker

"Invalid date format"​

  • Check your system date settings
  • Try changing the date format in your source file (MM/DD/YYYY vs DD/MM/YYYY)

"Column mapping error"​

  • Ensure column names appear in the first row of your CSV
  • Check for extra spaces or special characters in column headers

"Duplicate transactions"​

  • Importing the same file twice will create duplicates
  • Delete the duplicates manually, or
  • Re-import with a corrected view

Still having issues?​

  • Check the support section in the Settings menu
  • Review the file format examples above
  • Try exporting from StocksBoard and comparing the structure