How To Import Your Transactions?

On the “Let’s Get Started” page or the left navigation panel, click Import Your Transactions.

Download the PSVT_Import_Template.xlsx file.

Open the template in Excel or Numbers and enter your transactions
(at least one value per row — Contribution, Return, or Profit).

Do not rearrange columns.
Preferred date format: DD/MM/YYYY.

Save the file as .xlsx, .xls, or .csv, then upload it back into PSVTracker.

🎉 Your transactions are now imported and reflected in your Portfolio.
👉 Head to the Performance Page to see your returns over time.

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How To: Review Expected vs Actual