This can be seen in the action bar, with other portfolio input controls.

Example of the Bulk Upload input box.

You will need to create a .csv file containing your stocks. This stands for (Comma-separated values), which is a method of storing a spreadsheet. You can create this in any spreadsheet software, such as Microsoft Excel, Google Sheets, Apple Numbers, etc.

Now you will need to format your spreadsheet. You should look at my provided example.

Column A is the stock ticker. Example (MSFT, KO, XOM).

Column B is the number of shares. This should be a number and can include decimals. Column C is the Total Cost. This is the total cost to acquire the number of shares mentioned in column B. This is NOT the cost per share. This is a pure number and can include decimals or commas. Do NOT enter $ before the number.

Column D is the DRIP status (yes/no). It represents whether these shares were from dividend reinvestment or outright purchase. If from dividend reinvestment (DRIP), put 'yes'. If purchased outright, put 'no'.

You will obtain this data from your brokerage. There are multiple ways to accomplish this and it will vary on every platform. You can manually figure it out by viewing your stocks or exporting your portfolio. This initial step may take time, but will be worthwhile to begin tracking your portfolio.

Once your spreadsheet is ready, hit save as or download in your spreadsheet editor and save as a .csv file. Now back to the 'Bulk Upload' Dialog Box.

Click 'Choose file'. Your computer file explorer will be brought up. Upload the newly created .csv file. 'Upload complete' will be displayed under the file uploader.

Click the 'Update' Button. You will be able to see your upload progress displayed in the bottom right corner of the screen. Upon successful submission, the page will reload.