In your Boosted.ai Portfolio Workspace, you can upload your historical trades directly to any one of your portfolios. This ensures that the entirety of your historical trade data is captured.
To upload your historical trade data to a portfolio, follow these steps:
- Log in to your account at https://insights.boosted.ai/
- Click Portfolios at the top of your screen
- Select your existing portfolio, or create a new portfolio
- Click Edit Holdings at the top of your screen
- Select the Upload Holdings tab
- Drag and drop your CSV file (formatted using the instructions below)
- Click Upload Holdings
Prepare your CSV file
Create a CSV file with the following column headers in the first row: ISIN,SYMBOL,COUNTRY,CURRENCY,WEIGHT,DATE
Tip: Be sure to follow these tips for a successful file:
- Include ALL headers in the order listed above
- Leave the optional fields blank if there is no data
- Include your entire portfolio composition when a change was made
- If any given date does not contain a security that was included the date before, it is assumed to be sold off.
Required headers:
- ISIN and/or SYMBOL
- Example: US0378331005 for ISIN, AAPL for SYMBOL
- WEIGHT
- Format: The percentage weight of the security in your portfolio on the date
- Example: 0.005 (0.5%), 0.01 (1%)
Optional headers:
- COUNTRY
- Format: 3 letter ISO country codes
- Example: USA, CAN
- CURRENCY (We recommend you fill this column to make sure the correct securities are selected in the platform)
- Format: 3 letter ISO currency codes
- Example: USD, CAD
- DATE (We recommend you fill this column to make sure the correct securities are selected in the platform)
- Format: YYYY-MM-DD
- Example: 2023-03-30
- If you do not enter a date, it will be filled as today's date.
Note: The maximum supported file size is 15 MB or 250,000 rows.