How to Upload a CSV File

To import multiple transactions at once, go to the Transactions tab and click Download Template. Fill out your transaction history using the exact column format provided in the template, save it as a .csv file, and then click Upload CSV to import it directly into your portfolio.

Using the Valuation Models

The Fundamental Analysis tab includes two valuation models: P/E Forecasting and Discounted Cash Flow (DCF). To use them, simply search for a stock, open the "Valuation Models" sub-tab, and adjust the highlighted fields (like Growth Rate or Discount Rate). The model will automatically recalculate the intrinsic value and compare it against the current market price (Value / CMP > 1 indicates undervaluation).

Benchmark Information

The portfolio performance is heavily benchmarked against VOO, which tracks the S&P 500 Index. The "VOO Benchmark Value" on your Dashboard shows exactly what your portfolio would currently be worth if you had invested all your capital into the S&P 500 on the exact dates of your transactions.

Inputting Non-US Tickers

This app uses live market data. For international stocks, you must include the correct exchange extension at the end of the ticker:

• Toronto Stock Exchange (TSX): Add .TO (e.g., SHOP.TO)
• TSX Venture Exchange: Add .V (e.g., RECO.V)
• NEO Exchange: Add .NE (e.g., MMED.NE)
• National Stock Exchange of India (NSE): Add .NS (e.g., RELIANCE.NS)
• Bombay Stock Exchange (BSE): Add .BO (e.g., TCS.BO)