Refreshing your ClearView…Syncing your latest holdings and transactions

Upload CSV Data

Manually import your holdings and transactions using our CSV templates

Download Templates

Download our CSV templates, fill them in with your data, then upload below

Holdings Template

For position snapshots (end-of-month holdings)

Transactions Template

For buys, sells, dividends, and transfers

Upload Holdings

Import your position snapshots (end-of-month holdings)

Drop your holdings CSV here

or click to browse

Upload Transactions

Import buys, sells, dividends, and transfers

Drop your transactions CSV here

or click to browse

CSV Format Tips

Account Names: Use consistent names for each account (e.g., "My IRA", "Joint Brokerage"). New accounts will be created automatically.

Dates: Use YYYY-MM-DD format (e.g., 2025-12-31) or MM/DD/YYYY format.

Currency: Use ISO currency codes (USD, EUR, GBP, etc.). Defaults to USD if not specified.

Numbers: Don't include currency symbols in numeric fields. Use negative amounts for outflows (purchases).