For a long time I've wanted to make it easier to keep my SwingTradeBot portfolios in sync with my actual brokerage portfolios. Today I've come one step closer to that goal. I just released a new feature which allows you to import stocks into a portfolio from a CSV file. There's now an 'Import Stocks' button next to the portfolio's name:
Clicking that button will open a pop-up which will allow you to select the CSV file to upload.
If your broker provides a portfolio export tool it should be straight-forward to convert that file into the required format. You simply need three columns in this order:
- Ticker Symbol
- Number of Shares
- Entry price
You may have to edit the file you've downloaded from your brokerage to re-arrange the columns. To do so, you can open it in a spreadsheet program (Excel, Numbers, LibreOffice, Google Spreadsheets...) and drag the columns to reorder them. You may also want to delete any summary, header or footer rows (if you leave them in the file, the importer should skip over them).
Once the file is selected, click the 'Import' button and the system will load the stocks into your portfolio (up to your plan's limits).
I know this isn't a perfect solution but I hope to release a much better option in the next coule of weeks. You'll notice that there's a "Link to Broker" button on the page as well. That will connect your brokerage portfolio to a SwingTradeBot portfolio and then SwingTradeBot will be able to keep them in sync.
One of the major problems with doing this is that not all brokers provide that kind of programmatic access. Moreover, those that do have totally different procedures (and APIs). To (somewhat) get past those issues, I'll be intergrating with TradeIt's PortfolioView product. They provide one consistent way of accessing multiple brokerages. Once I've got the integration completed, you will be able to connect to accounts at the following brokerages:
- Ally Invest
- Interactive Brokers
- Tradier Brokerage
So look for that to go live some time this month.