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Portfolio moving average

Faça upload do CSV de negociações e calcule o preço médio do seu portfolio sem sair da aplicação principal.

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CSV Format Guidelines

To successfully calculate your portfolio moving average, please ensure your CSV formatted file follows these conventions:

  • Headers: The first row must be a header row identifying each column.
  • Column Naming Conventions: The system automatically detects columns based on names like date, data, ticker, ativo, quantity, quantidade, price and preco.
  • Operation Values: For purchases use buy, compra or c. For sales use sell, venda or v.
  • Decimals: Dot and comma decimals are supported.
  • Separator: Use comma separated columns. If a field itself contains commas, wrap it with quotes.