Import your portfolio instead of re-entering it
Typing years of trades into a new tool is the reason most people never switch. FundGuards imports your transaction history from a CSV, Excel or PDF export, then checks it so you can trust the result.
From export to dashboard in minutes
Export your history from your broker or spreadsheet, upload it, and your portfolio is built from the transactions: holdings, cost basis, cash and performance.
Clear feedback on rows that need a fix
If a row is missing a price or has another problem, you see exactly which row and why, while the rows that are fine are ready to go.
Every transaction is checked against your balance
FundGuards validates each transaction against your actual balance on that date. A backdated trade that would have overdrawn your cash is blocked, with an explanation of by how much.
Keeps working after the import
Prices, FX rates and cost basis refresh automatically afterwards, and cash and holdings stay reconciled in whatever currency you used.
Frequently asked questions
- Which file formats can I import?
- CSV, Excel and PDF exports.
- What happens if some rows have errors?
- You are told which rows need a fix and why, so you can correct them and continue.
- Why would a transaction be rejected?
- Transactions are checked against your balance on their date. A trade that would overdraw an account at that point in time is blocked.