Reference for the CSV file formats accepted by AssetFlow's import tool.
Asset CSV
Required Columns
| Column |
Description |
| Asset Name |
The name of the asset (e.g., "AAPL", "Vanguard Total Stock Market ETF") |
| Market Value |
The current market value as a number (e.g., 15000, 1234.56) |
Optional Columns
| Column |
Description |
| Platform |
The platform/brokerage where the asset is held |
| Currency |
Three-letter currency code (e.g., USD, EUR, TWD). Defaults to your main currency if omitted. |
Example
Asset Name,Market Value,Platform,Currency
AAPL,15000,Interactive Brokers,USD
VTI,28000,Interactive Brokers,USD
Bitcoin,5000,Coinbase,USD
台積電,120000,永豐金證券,TWD
Cash Flow CSV
Required Columns
| Column |
Description |
| Description |
A label for the cash flow (e.g., "Monthly savings", "Dividend reinvestment") |
| Amount |
The amount as a number. Positive = deposit, negative = withdrawal. |
Optional Columns
| Column |
Description |
| Currency |
Three-letter currency code. Defaults to your main currency if omitted. |
Example
Description,Amount,Currency
Monthly savings,5000,USD
Emergency withdrawal,-2000,USD
年終獎金投入,100000,TWD
Common Issues
| Issue |
Cause |
Solution |
| "Missing required column" |
CSV doesn't have Asset Name or Market Value header |
Check column headers match exactly |
| "Duplicate asset" |
Same Asset Name + Platform combination appears twice |
Remove duplicate rows or change the platform |
| "Unparsable value" |
Market Value contains non-numeric characters |
Remove currency symbols, commas in numbers |
| "Unsupported currency" |
Currency code not recognized |
Use standard ISO 4217 codes (e.g., USD, EUR, TWD) |
Tip
Export your spreadsheet as UTF-8 CSV to ensure special characters (like Chinese) are handled correctly.
See also