Import Your Transactions into PSVTracker!

Tired of wrestling with spreadsheets? PSVTracker makes it easy to bring all your investments and transactions into one place. Our Excel template guides you step by step, so you can upload everything in just a few minutes.

And don’t worry — your data is safe. All information is stored anonymously on AWS and encrypted at rest, so your portfolio stays private and secure.

How to Import Transactions

1. Sign Up
   Go to app.psvtracker.com and create your account.

2. Download the Template
   On the Import Transactions page, download the PSVT_Import_Template.xlsx.

3. Update the Template

   • Enter your investment transactions into the provided fields.

   • At least one column (Capital Contribution, Profit, Reinvestment, Return of Capital, or Return on Capital) must contain a value greater than zero.

   • Optional but recommended: Add “Comments” or specify an “Asset Class” (make sure it matches one of the approved Asset Class names in Sheet2).

   • Keep the columns in the correct order.

4. Save Your File
   Save the completed Excel file to your computer.

5. Start the Import

   • Go to the Import Transactions page in PSVTracker.

   • Click Start Import Process, select your Excel file, and hit Open.

That’s it! Your transactions are now in PSVTracker. From here, you’ll unlock interactive charts, portfolio metrics, and powerful insights to help guide your passive investment journey.