Portfolio Visualizer is a powerful tool for analyzing investment portfolios. It allows users to import data from various sources, including CSV files, to track and analyze their investments. This guide focuses on how to upload cryptocurrency data from a CSV file into Portfolio Visualizer.
Table of contents
Preparing Your CSV File
Before uploading, ensure your CSV file is properly formatted. The import uses a standard Excel or CSV file format. You should structure your CSV with columns for date, ticker symbol, quantity, and price.
Importing to Portfolio Visualizer
Access the “My Portfolio” section, find the import portfolio page, and upload your CSV file. Portfolio Visualizer will then process the data and display your cryptocurrency holdings.
Analyzing Results
After uploading, you can use Portfolio Visualizer’s tools to analyze your cryptocurrency portfolio’s performance, risk metrics, and diversification.
