How do I update investments from a spreadsheet?
Where to find it: ACCOUNTS and INVESTMENTS
1. Open ACCOUNTS and INVESTMENTS and select Update from a spreadsheet. The instructions on that screen describe the accepted columns. You can download the investment list as a spreadsheet to use as a starting template.
2. Include column headers and one row per holding. The principal headers are ACCOUNT, NAME, SHARES, MARKET VALUE and BOOK VALUE. ACCOUNT must match an account already entered in MRA; NAME identifies the holding within it. DATE uses YYYY-MM-DD; if omitted, the valuation date defaults to today.
3. For a new holding, also supply the information needed to identify it, such as TYPE, CURRENCY and SYMBOL, plus TERM and MATURITY for a term investment. Follow the screen’s list of accepted types and optional columns.
4. Copy the table, including its headers, and paste it into the provided box. If you find an error, correct the spreadsheet and paste again. Complete the form and review the resulting holdings, especially newly created ones that may have received defaults.
Existing holdings included in the sheet are updated. Holdings missing from it are left in MRA; omission does not delete them. This is a paste-based import, not an upload of an arbitrary broker statement or PDF.