Holdings Upload

Instead of adding your Holdings manually, you have the option to upload selected Asset Classes using a CSV file.

Start by clicking on "Upload CSV", and download a template to fill in. In the template, you will need to make sure some fields are populated correctly:

Class (see list below)
Type (see list below)
Currency (see currency symbols).

Please make sure dates are inputted as dd/mm/yyyy.

ASSET CLASS	ASSET TYPE
CASH	Bank Accounts
	Other Accounts
	Cash
COMMODITIES	Other
CRYPTO	Other
FUNDS, BROKERS & BANKS	Hedge Funds
	Private Equity Funds
	Venture Capital Funds
	Savings Accounts
	Structured Products
	Other
LUXURY ASSETS	Art
	Cars & Boats
	Jewellery & Watches
	Wine
	Other
PRIVATE COMPANIES	Private Company Shares
	Private Loans
	Other
REAL ESTATE	Other
RETIREMENT PLANS	Other
OTHER	Cars
OTHER	Other