To import portfolio transactions you can use three methods,
1. Ask InvestGlass team to map your custodian / broker
2. Use InvestGlass api here
3. Import manually
Here we will focus on manual import
Go to a Portfolio, click on Actions then New Transactions
Click on Transaction and select the transaction type
Select a Security and Click on Select
Type in transaction details and add Fee and Tax if needed
You can also import a list of transactions.
Select a portfolio and click on ACTIONS Select Edit
Import Transactions from the Settings. You can download a sample file here too.
Then click on Save
From the Edit / Performance page you can download a sample file and import performance history with time weighted return performance concept. TWR.
Then click on Save.