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Type or paste your holdings

No file needed. Type your tickers and shares, or paste rows straight from a spreadsheet or broker statement. Moneyta figures out the format for you.

  1. 1

    Open “Type or paste”

    In onboarding or on your Portfolio page, choose the Type or paste tab.

  2. 2

    Type your holdings

    Enter one holding per line, like “AAPL 100 175” (ticker, shares, and your cost per share). Include the cost basis: it powers the profit/loss and return figures on your dashboard. Plain English works too: “100 Apple at 175, 50 Tesla at 210.”

  3. 3

    Or paste from a spreadsheet

    Copy rows from Excel, Google Sheets, or a broker statement and paste them in, whether comma, tab, or space separated. Moneyta auto-detects whether it's a CSV or free text.

  4. 4

    Review and confirm

    We resolve each ticker's name and live price into a table, flag anything we can't match, and let you fix or drop rows before saving.

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