Hi - I am trying to import my stock portfolio but am unable to do so!
I have downloaded a CSV file, dragged this to the relevant new portfolio.
Edited some of the stock holding names as necessary.
When I click nest, it states "something went wrong ..."
Any idea what I need to do to import this portfolio?
TIA
Hitesh
Do you mean download from Stocko Hitesh? Save it again but in xlsx format? Actually I don't know much more than this and nothing at all about 'nest'. Perhaps somebody else can step in.
I think the help department would be the place to go. On a computer, click the green button in the bottom right corner of the screen. On a phone, click your icon in the top right right corner and select Contact Support.
I see, and I think I can do this with Simply Wall St but have no wish to potentially compromise the security of my portfolio.
