How do I import my portfolio transactions into a FAST Graphs portfolio?

You must first export your transactions into a spreadsheet.

Next you must first create a portfolio for your specified stocks.

From there, hit the “Edit B/S” tab and follow the directions below:

To import an excel buy/sell sheet into FAST Graphs after you have defined the symbols:

Create the excel sheet to match the FAST Graphs Headers:

You must import all six columns even if you do not have information in a column.

The column order is:

Ticker             By/Sl               Trade Date      Shares             Total Amt  or  Per share

Sample Excel sheet:

Notice you don’t have to put the per share in if you have the total amt or visa versa.

Copy only the information regarding the trades.  Do not copy any headers:

And make sure you have SIX (6) columns even if the Per share is empty.

Copy, paste and hit update.