Check our video how to do it
Managing your Gold, Silver, and Platinum investments just got easier with the bulk upload feature in the Goldfolio app. Whether you’re tracking physical metals or digital assets, our streamlined process allows you to quickly and efficiently upload your entire portfolio, saving you time and ensuring accuracy.
How It Works
- Download Our Sample Template Get started by downloading our Sample Template.
- Open the File in Excel or Google Sheets You can open the downloaded file in Excel or use Google Sheets. If you prefer Google Sheets, simply sign in to your Google account: Google Sheets.
- Edit Your Assets Customize your file by adding your metal assets. Important: Do not change the main values, such as metal type, metal shape, purity, or unit of weight. For these values, we have created a simple dropdown menu, or you can copy and paste the text.
- Save and Upload the File Once your file is ready, save it in .csv or .xlsx format and upload it in the Bulk Upload section of the Goldfolio app.
- You’re Done! Congratulations! Your portfolio is now successfully uploaded and ready for tracking.