CSV Template

Import And Export Holdings

CSV import uses the same columns that export produces. Percent fields are decimal rates, so 7% is written as 0.07.

account_name,account_type,holding_name,asset_class,balance,cost_basis,annual_contribution,expected_return,volatility
Taxable brokerage,taxable,Total US stock market,us_stock,180000,120000,12000,0.07,0.16
Traditional 401(k),traditional,Target date fund,us_stock,320000,0,18000,0.065,0.13
Roth IRA,roth,Global equity fund,international_stock,95000,0,7000,0.07,0.17
Cash reserve,cash,High-yield savings,cash,35000,35000,0,0.035,0.01

Allowed Values

Account types: taxable, traditional, roth, cash.

Asset classes: us_stock, international_stock, bond, cash, real_estate, other.