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      How to Import Your Existing Portfolio into StockOracle™

      Step-by-step guide to importing your portfolio transactions into StockOracle™

      1. Go to My Portfolio
        This will take you to your main portfolio dashboard.

      2. Scroll down and select the “Transactions” tab
        This is where all your portfolio transactions are managed.

      3. Click the “Import” button
        This opens the import interface for uploading your transaction history.

      4. Download the template
        Click on the option to download the template file. This shows you the exact format your data needs to follow.

      5. Fill in your data using the template
        Make sure to follow the structure and format exactly to ensure a successful import.

      6. Drag and drop your completed file to upload
        Once your file is ready, simply drag it into the import box and the system will begin processing it.