1. Paste portfolio — or upload PMS Holdings file directly
Option A — Paste: rows with at least Fund Name and Invested Capital. Most PMS exports work — copy from your existing GSheet, paste here. Load sample data
Option B — Upload: the DR Brokers Holdings (.xlsx) file from your PMS report. Auto-fills the paste area below with all funds + invested + current value + purchase date.
Option B — Upload: the DR Brokers Holdings (.xlsx) file from your PMS report. Auto-fills the paste area below with all funds + invested + current value + purchase date.
📁 Upload Holdings file:
Auto-detects column order. Manual scheme code override available after analysis.
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