Import Bonds
Drag and drop a CSV file here, or click to select
CSV Format Requirements:
- Required columns: CUSIP, Name, Sector, Coupon Rate, Maturity Date, Price, Face Value, Rating, Quantity
- Optional columns: Purchase Price, Purchase Date, Callable Date, Call Price, Last Coupon Date
- Dates can be in YYYY-MM-DD or MM/DD/YYYY format
- Coupon rates can be decimals (0.0275) or percentages (2.75%)
No bonds in portfolio
Get started by importing a CSV file or adding bonds manually