Please can anyone help me import my excel spreadsheet portfolio to stockopedia?
If you go into Folios and create new Folio, it should be an option to import it from excel, have you got that far yet?
If you are stuck you contact the helpdesk, by using the green button, bottom right on this screen.
Hi Phil - we've got extensive guide notes on this, which should help you through the process: https://www.stockopedia.com/le...
Plus the general Folio guide is here: https://www.stockopedia.com/le...
If you need any guidance, just contact Support through the green button on the bottom-right of the screen.
Thanks, Ben
Bear in mind that the way they handle cash flow is different on the new site compared to the old site. (And unfortunately I've forgotten exactly what changed!)
Also the profit/loss figures are different if you have traded more than once in a share, I think on the old site it is based on the last deal but on the new site it's based on the average price.
I use the old site.
