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 |