How do I import sample data?

Import Sample Data (The Fast Way) ⚡

• On the “Let’s Get Started” page, click Import Sample Data.

• Confirm with Begin Sample Import.

• Watch the Import Status pop up in the bottom corner.

• You’re importing our handy PSVT_Import_Template.xlsx (great guide for your own files).

• Click See Results to download your import report.
  🎯 You’re now on the Portfolio Page—your central hub for all investments.
  👉 Next stop: check out the Performance Page to see your data come alive in charts & graphs!