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Overview

The CSV Upload feature allows you to import trading transaction data through an intuitive web interface with drag-and-drop support and real-time processing feedback.

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Features

Drag & Drop

Drag CSV files directly onto the upload area

Progress Tracking

Real-time progress bar during processing

Upload History

View recent uploads and statistics

Validation

Automatic CSV format and size validation

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CSV Format Requirements

Your CSV file must include these columns:
ColumnFormatDescription
DateMM/DD/YYYYTransaction date
ActionTextBuy, Sell, Cash Dividend, etc.
SymbolTextStock ticker
DescriptionTextTransaction description
QuantityNumberNumber of shares (can be empty for dividends)
PriceNumberPrice per share (can be empty for dividends)
Fees & CommNumberTrading fees
AmountNumberTotal transaction amount

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Example CSV

Date,Action,Symbol,Description,Quantity,Price,Fees & Comm,Amount
01/15/2024,Buy,AAPL,Apple Inc,100,150.50,6.95,-15056.95
01/30/2024,Sell,AAPL,Apple Inc,100,155.75,6.95,15568.05
02/15/2024,Cash Dividend,MSFT,Microsoft Corp,,,0.00,75.50

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Upload Process

1

Navigate to Upload Page

Go to /upload in your application
2

Select File

Either drag and drop your CSV file or click to browse
3

Validation

The system validates file type (CSV only) and size (50MB max)
4

Processing

Watch real-time progress updates as the file is processed
5

Completion

View the upload in your history and navigate to the dashboard

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Processing Flow

  1. File uploaded to Flask backend
  2. Server validation (file type, size)
  3. Trading analysis script processes CSV
  4. Database synchronization
  5. History updated and temp files cleaned up

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Security

Authentication

Login required for all uploads

Validation

File type and size validation

Sanitization

Secure filename handling

Cleanup

Automatic temp file removal

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Next Steps

Trading Analysis

Analyze your uploaded data

Portfolio Management

Track your current holdings