Import bulk transactions into custom assets

Q&A
1

Hi Evan,

Is there any way to bulk import via CSV the transactions for “Custom assets”?
thank you.

2

Hi there,

I would think it will work as any other stocks although I never tried it specifically.

  1. Create the custom assets.

  2. Bulk import it like you would with any other stocks.

Cheers,
Evan

3

Hi Evan
thanks for the reply.
I can only add to a “portfolio” and not to the custom assets tab.
Also i get an error message like this because the fund is not listed on SGX

Screenshot 2024-12-20 at 11.06.42 PM
Screenshot 2024-12-20 at 11.06.42 PM2228×1068 274 KB

Appreciate your expertise!

4

Hi there,

Yes, you can only add to a portfolio.

What you need to do this is.

  1. Create a custom assets named CA:LIGDISA

  2. Then instead of using SGX as the exchange, use CA as the exchange when you are importing. I never tried it but it should work I think.

Cheers,
Evan

5

thanks Evan! it does work :slight_smile:

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