To import portfolio transactions, you can ask our team to map your custodian / prime broker to InvestGlass. You can also add transactions manually. One by one or with a flat file import.
Step 1 Go to a Portfolio and Find the Transaction Division
Step 2 Click on Transaction and select the transaction type
Step 3 Select a Security and Click on Select
Step 4 Type in transaction details and add Fee and Tax if needed
Step 5 Click Save
Step 1 Select a portfolio and click on ACTIONS
Step 2 Select Edit
Step 3 Import Transactions & Save
You can download an sample file with instructions from Edit Portfolio page. Please make sure that you save the file without the instructions tab.