The Import Portfolio Symbols option on the File menu allows you to import both CSV and text files that is formatted to contain a symbol on each line of the file. There cannot be multiple symbols on a single line, they must each be on separated lines or rows.

To import a list of symbols, click on the File menu, and then select Import Portfolio Symbols.



Click on the Magnify Glass symbol to locate a file that contains symbols that you would like to import.

Once you have located the file, click  'OK'.

The imported portfolio will now appear as a new portfolio in your Portfolio Manager.

See the example below for the proper format of your csv or text file