How to paste your portfolio from Excel

Already keep your holdings in a spreadsheet (Excel, Google Sheets)? Copy and paste it straight into WealthWise — no need to save a file first.

In the app · Paste from Excel

📋 Paste from Excel

Quick addPaste a table

Ticker Quantity Price Date VFV.TO 25 142.50 2025-03-12 XEQT.TO 100 32.10 2025-01-20 AAPL 10 225.00

Import holdings

Open Paste from Excel
In Portfolio → Accounts & Assets, click Paste from Excel.
Paste your table
In Excel or Google Sheets, select your rows and copy them (Ctrl+C), then paste into the box. Column format: Ticker · Quantity · Price (an optional Date in a 4th column, format YYYY-MM-DD).
Review and import
WealthWise validates each symbol and suggests a fix if there's any ambiguity. Confirm, and all holdings are added at once.

Two modes. Paste a table for a full block copied from Excel; Quick add to quickly type a few lines by hand (e.g. AAPL 100 150).

Canadian listings: keep the exchange suffix (.TO, .NE…) in the Ticker column so the right listing and CAD currency are detected.

Your spreadsheet becomes your portfolio in one paste.

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