Import CSV¶

AssetFlow's CSV import lets you bulk-import assets and cash flows from spreadsheet exports. This is the fastest way to get started with an existing portfolio or update your holdings in bulk.

Opening the Import Tool¶

Navigate to Tools > Import CSV in the sidebar, or press Cmd+I.

At the top of the import view, toggle between Assets and Cash Flows to choose what you'd like to import.

Importing Assets¶

Step 1: Select File¶

Drag and drop a CSV file onto the import area, or click Browse to select one from Finder.

Your file should include at least these columns:

Column	Required	Description
Asset Name	Yes	The name of the asset
Market Value	Yes	The current market value
Platform	No	Which platform holds this asset
Currency	No	The asset's currency code (e.g., USD, TWD)

Select file

Step 2: Configure¶

Before importing, you can fine-tune how the data is brought in:

Snapshot Date — choose which date this snapshot represents.
Platform — optionally assign a platform. You can create a new platform inline if needed. Check All Rows to apply it to every imported asset, or leave it unchecked to only fill in rows that don't already have a platform from the CSV.
Category — optionally assign a category. You can create a new category inline as well. The All Rows checkbox works the same way — check it to override all rows, or leave it unchecked to only fill blanks.
Copy Forward — toggle this on to carry forward assets from other platforms that aren't included in this CSV. This is useful when you're importing from one brokerage but want to keep assets from others in the same snapshot.
- Select which platforms to copy forward from.
- Each option shows the asset count and source snapshot date.

Configure import

Step 3: Review & Import¶

The preview table shows all parsed rows along with their validation status:

Errors (red) — these block the import and must be fixed. Common causes include missing required columns, duplicate assets, or unparsable values.
Warnings (yellow) — these allow the import but flag potential issues, such as zero values or unrecognized currency codes.

You can remove problematic rows directly from the preview before importing.

When everything looks good, click Import.

Preview

Warning

If a snapshot already exists for the selected date, the import will update it rather than creating a new one.

Importing Cash Flows¶

The cash flow import follows a similar workflow. Your CSV should include:

Column	Required	Description
Description	Yes	A label for the cash flow (e.g., "Monthly deposit")
Amount	Yes	Positive for deposits, negative for withdrawals
Currency	No	The currency code

Cash flows are imported into a specific snapshot that you select during configuration.