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Public CSV Import Guide

Learn how to import your Public trading data via CSV into Pocket Portfolio for seamless portfolio tracking.

Visualize your Public CSV locally — drag & drop into the Terminal.
No uploads. Parsed on-device.

Tired of Wrestling with CSVs?

Stop manual exports. Sync your Public data directly to Google Drive with Sovereign Sync.

About Public

Social investing platform

Required CSV Columns

Your Public CSV export must include these columns:

  • Date
  • Symbol
  • Type
  • Quantity
  • Price
  • Total

Sample CSV Format

Date,Symbol,Type,Quantity,Price,Total
2024-01-01,AAPL,BUY,10,150.00,1500.00

Step-by-Step Import Guide

Step 1: Export Your Data

Log into your Public account and navigate to the export or account statement section. Download your trading history or account statement as a CSV file.

Step 2: Verify Required Columns

Ensure your CSV contains the required columns listed above. If any columns are missing or named differently, you may need to rename them or export a different report from Public.

Step 3: Sign In to Pocket Portfolio

Sign in to Pocket Portfolio using your Google account to access the CSV import feature. No registration required - just click "Sign in with Google".

Step 4: Upload Your CSV

Navigate to the dashboard and use the "Import CSV" feature to upload your exported data. Pocket Portfolio will automatically detect the Public format and map the columns.

Step 5: Verify Import

Review your imported trades and positions to ensure everything looks correct. You can edit or delete individual trades if needed.

Tips & Troubleshooting

  • Export transaction history from Public
  • Include fractional share purchases
  • Verify social feed interactions if needed

Ready to Import Your Public Data?

Sign in to Pocket Portfolio and import your Public trading data in minutes.

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