Importing Positions into Yahoo Finance :: Tax-Wizard

Importing your investment data from Tax-Wizard into Yahoo Finance can streamline portfolio tracking and analysis.
This guide will walk you through the process of importing a CSV file containing your open positions from Tax-Wizard to Yahoo Finance.

Step 1: Export Open Positions from Tax-Wizard

- Log in to your Tax-Wizard account.
- Navigate to your "Dashboard"
- Upload your statements from your brokerages, the supported brokers are Revolut, Degiro, eToro, XTB, Trading212, Interactive Brokers, and Lightyear
- Download Yahoo Finance CSV file made direclty available to you on your Dashboard

Step 2: Import to Yahoo Finance

- Go to Yahoo Finance (finance.yahoo.com) and log in to your account.
- Navigate to the "My Portfolio" section.
- Look for "Create New Portfolio" button, often found near the top right of the page.
- Click on the button and choose the option to import or upload a file.
- Select the CSV file containing your open positions from Tax-Wizard.
- Yahoo Finance will process the file and add your open positions to your portfolio.
- You can now access your portfolio on Yahoo Finance and utilize its tools and features for
analysis, tracking, and monitoring of your investments.

Streamline your portfolio management by importing your open positions from Tax-Wizard into Yahoo Finance. This integration gives you centralized access to your investment data, allowing you to leverage Yahoo Finance’s advanced tools for in-depth analysis, real-time tracking, and smarter financial decisions.