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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​

  1. Navigate to Settings from the main menu
  2. Tap on Import data
  3. Choose your import file format:
    • StocksBoard export (a file previously exported from this app)
    • My Stock Portfolio format
    • Other CSV formats, ex: Yahoo Finance

Importing from Other Sources​

For CSV files from other brokers or sources:

  1. Specify the account in which to import the data
  2. Upload your CSV file.
  3. The app will try to guess the appropriate columns in the CSV file.
  4. Map your columns if needed:
    • Identify transaction type
    • Identify which column contains the asset name/ticker
    • Identify which column contains the date
    • Map quantity and price columns
  5. Review the import preview
  6. Confirm and import

Sample CSV format:

Date,Symbol,Type,Quantity,Price
2021-01-13,AAPL,BUY,10,131.45
2024-06-12,NVDA,BUY,2,126.88
2024-12-21,NVDA,SELL,1,138.07

Column Mapping​

When importing a CSV file, it should contain the info below:

  • Type: Transaction type (BUY, SELL)
  • Date: Transaction date (supports various formats)
  • Symbol/Ticker: Security identifier (e.g., AAPL, NVDA)
  • Quantity: Number of shares
  • Price/Amount: Either price per unit, or the total amount

Import Completion​

After importing:

  1. Review Your Data:

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

  2. 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. Select export format:
    • StocksBoard: Complete, compressed data backup, including your accounts, reports and custom quotes
    • My Stock Portfolio Can be imported into that app

Export Partial Data​

  1. Go to Export
  2. Select export format:
    • Yahoo Finance: CSV format (can open in Excel)
  3. Select the account you want to export

Export Aggregated Data​

You can also export the exact data displayed in the Accounts and the Assets views.
This will be exported as CSV.

To do so, tap on the Export option from the top-right menu in those views.

Cloud Storage Integration​

If you want your data stored in the cloud automatically and synchronized across all your devices, see the Cloud Sync Guide for:

  • Google Drive integration
  • Dropbox synchronization

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 (preferably YYYY-MM-DD)

"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 may 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