Import your portfolio from a CSV

Not every account can be connected, and some people would rather not connect anything. A CSV gets your portfolio into Sonar either way: export from wherever your holdings live, upload, check the columns, done. CSV import is part of every plan, Free included.

Where you can import from

• Koinly and CoinTracker: full crypto transaction histories, replayed into today's holdings.
• Delta: transaction exports from the portfolio app.
• Kubera: a portfolio spreadsheet; rows with a ticker and quantity become holdings, and the rest are skipped and listed.
• Your broker: the positions or holdings download from Fidelity, Schwab, Vanguard, Robinhood or any other brokerage.
• A spreadsheet or anything else: paste rows straight from a sheet, or fill in Sonar's simple format.

How it works

1. Pick where the file is from, or let Sonar work it out. Formats are detected from the header row, and a specific match wins over the generic one.
2. Upload a file or paste rows. Files up to 2 MB; pasted rows can be separated by commas or tabs, so copying from a spreadsheet works.
3. Match columns. Sonar maps columns automatically and shows you the result. Every column can be re-matched by hand, so a renamed header never blocks an import, and nothing is assumed silently.
4. Preview. You see the positions the import will create before anything is saved, along with any rows that were skipped and why, such as a missing symbol, an unreadable date or a sale that would take a balance below zero.
5. Name it and import. Importing again under the same name replaces that import's positions, so updating means exporting again and re-uploading.

Holdings or transactions

A holdings file is a snapshot: symbol and quantity, plus cost and account if you have them. It becomes positions directly.

A transactions file is a history. Sonar replays it, buys and sales in order, into today's positions at average cost per account. When a cost can't be known, it's left blank rather than guessed. With a history in place, Sonar rebuilds your portfolio's value from daily closing prices, so your net worth chart starts when you started, not when you signed up.

Sonar's simple format

If your source isn't listed, download an example from the import page or start from these header lines:

symbol,name,quantity,cost_basis,account
date,type,symbol,quantity,price,fee,account

Holdings need a symbol and quantity. Transactions need a date, a type (buy or sell), a symbol and a quantity. Name, cost, price, fee and account are optional.

Matching every row to the right asset

Every imported position goes through the same matcher as connected accounts. Symbols are matched to listed stocks, ETFs, funds and coins. A row Sonar can't match is kept and listed as not recognized, not dropped and not priced by guesswork.

What you see after importing

Imported positions join the rest of your portfolio: net worth across everything, time-weighted performance compared with the S&P 500 or Bitcoin, allocation by asset, class and account, profit and loss, and realized gains over the last 12 months. Imported positions keep the account names from your file, or sit under one imported account, so you can filter your holdings by them.

See a sample portfolio to see where your data will land.

Imports and connections together

Imports don't count toward your connected-account limit, so they pair well with connections: connect the wallets and accounts that support it, and import the rest. Sonar connects wallets on more than 50 networks and, on Starter, Standard and Premium, US brokerages and crypto exchanges such as Coinbase or Kraken through Plaid (brokerage portfolio tracker). When a connection doesn't bring past trades, an imported history is how you add cost basis for those holdings.

Privacy

Sonar keeps what it needs to show your portfolio: the positions and transactions. From each import it keeps the row number for reference, not the original row, which can carry notes, account numbers or addresses. You can export your transactions as a CSV at any time and delete your account whenever you like. More on the security page.

Ask about your imported portfolio

Once imported, your holdings are available to Claude, ChatGPT and other assistants through Sonar's read-only MCP connector:

What are my five largest positions, and how much of my portfolio do they make up?

On Standard the assistant reads holdings and P&L; on Starter, market and social data for what you hold. See the AI portfolio tracker.

Pricing in brief

CSV import is included in Free. Starter ($7 a month) and Standard ($11 a month) add connected accounts, social data, alerts and AI tools. See pricing.

FAQ

Is CSV import free?

Yes, on every plan, and imports don't count as connected accounts.

My broker's file has extra header lines or odd column names. Will it work?

Column names can be matched by hand in the mapping step. If the file has notes above the header row, delete them first so the first line names the columns.

Can I update an import later?

Yes. Export a fresh file and import it under the same name; it replaces that import's positions.

Can I get my data back out?

Yes. Export your transactions as a CSV, filtered by date, type and account.