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Vanguard CSV Import Guide

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

About Vanguard

Investment management company and brokerage

Required CSV Columns

Your Vanguard CSV export must include these columns:

  • Transaction Date
  • Symbol
  • Action
  • Quantity
  • Price

Sample CSV Format

Transaction Date,Symbol,Action,Quantity,Price
2024-01-01,AAPL,BUY,10,150.00

Step-by-Step Import Guide

Step 1: Export Your Data

Log into your Vanguard 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 Vanguard.

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 Vanguard 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 Vanguard
  • Include dividend reinvestments
  • Verify fund symbols for ETFs

Ready to Import Your Vanguard Data?

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

Sign in with GoogleImport CSV Now

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