Hey all,
While a recurring two-week release interval hasn't been deliberate it's been fortuitous, and today presents another, with that reciprocal capability last alluded.
• Transactions can be imported from a CSV or tab-delimited text file. First select the target portfolio (or create a new one), then choose Portfolio → Import… in the menu. You’ll be prompted to indicate the order of fields in the file, after which Tradesy will make its best effort to import the contents accordingly.
The importer does some heuristics to figure out things like date and number formats automatically, and to interpret the transaction type. No doubt there will be edge cases it doesn't handle properly; I'll be eager to hear about any issues you encounter so they can be accommodated.
In addition:
• Multiple transactions can be edited at once using Portfolio → Modify Transactions… to change the symbol or notes in bulk. (This might be useful to fix up symbol names after an import; e.g., “BBD.B” to “BBD-B.TO”.)
• Fixed a bug where exporing portfolio data would yield an empty file instead of using a default field order.
• Fixed a bug where entering some particular currency amounts might fail with the message “The cash amount is of a greater precision than can be traded”.
As before, you can update in-app, or download from the web site.
cheers,
-ben
