Import Your Investment Tracking Spreadsheet

How It Works

1. 1
   Export your spreadsheet to CSV

   In Excel, use File > Save As and choose CSV (Comma delimited). In Google Sheets, use File > Download > Comma-separated values (.csv).
2. 2
   Map your columns

   Upload the file from Transactions > Import. When StockWatcher doesn't recognize it as one of its 12 supported brokerage formats, a column mapper opens so you can match your spreadsheet's headers to symbol, action (buy/sell), quantity, and price — the required fields — plus trade date, currency, and fee, which are optional but recommended.
3. 3
   Upload and preview

   StockWatcher parses the mapped file and shows a preview before anything is saved: total rows, how many are valid, how many are duplicates already in the file or already in your account, and any rows with errors.
4. 4
   Fix the rows flagged as invalid

   The preview flags a row as invalid when StockWatcher can't use it: a Market or Exchange value it doesn't recognise ("Toronto" or "Bourse", rather than TSX or NYSE), a listing outside the US, Canada and crypto (London, Paris, Sydney, Tokyo, Hong Kong), a missing symbol, an action that is neither a buy nor a sell, a quantity or price that isn't above zero, or a date it can't read. Correct those rows in your spreadsheet and re-upload, or skip just those rows and import the rest.
5. 5
   Confirm the import

   Confirm the import and the valid rows are added as transactions. Your holdings and estimated cost basis are computed from this ledger immediately.

What StockWatcher Expects

The column mapper auto-detects common header names, but you can point any column at any field.

Required

Recommended

Worth knowing: a bare Canadian ticker in a file with no Market column and no Currency column is treated as a US symbol, because a ticker with no exchange suffix looks like a US listing. Include the exchange suffix (for example ENB.TO), or map a Market or Currency column. The import preview warns you about every row whose market it had to assume.

Ready to import your spreadsheet?

Free to get started. No credit card required.

Related Resources

HCC StockWatcher is an informational tool for portfolio tracking. Transactions imported from a spreadsheet are only as complete as the data you provide — holdings, cost basis, and P&L are estimates computed from this ledger. Verify against your own records and consult a qualified tax professional for official filings.