How do I import a portfolio?

There are two methods to import a portfolio into your HiddenLevers account.  

The first is to export the portfolio to a spreadsheet, edit the spreadsheet to the right format, then create a new portfolio in your HiddenLevers account and cut'n'paste from the spreadsheet straight into the portfolio edit window.  Instructions for how to do this can be found here.

The second way to import portfolios is via one of our integration partners, these will allow you to import data to HiddenLevers either through a single-signon (SSO) or account synchronization.  To see which partners and tools currently offer such a capability, please log in to your HiddenLevers account and click on the blue "Integrations" button in the top left of the screen.  For instructions on individual partners please see the articles for third-party integrations.