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Import Positions from CSV?

General questions about using Fund Manager that do not fit into any other forum.

Postby elliots » Thu Nov 01, 2012 6:32 pm

Mark,

I'm setting up a new client and have many positions I'd like to import -- unfortunately they're in a Vanguard Company Retirement Plan not the regular Vanguard retail site and I can dump to a csv file/Excel spreadsheet. I don't need the transaction history, just the starting positions. I can adjust the formatting of the csv file, but can I import positions from CSV? It doesn't show as an option.

Elliot
elliots
 
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