Import Positions from CSV?

[elliots]

Mark,

I'm setting up a new client and have many positions I'd like to import -- unfortunately they're in a Vanguard Company Retirement Plan not the regular Vanguard retail site and I can dump to a csv file/Excel spreadsheet. I don't need the transaction history, just the starting positions. I can adjust the formatting of the csv file, but can I import positions from CSV? It doesn't show as an option.

Elliot

[Mark]

Hi Elliot,

Yes, you can. This is just importing transactions. By importing a buy transaction, you are setting up a position with this many shares. See "File / Import / Transactions / Generic..." and press the "Help..." button in that dialog for instructions/examples. That command is quite powerful, and takes some explanation to understand, but it is all in that online help topic.