Fix an import or a missing price
If an import went wrong, it can be redone without losing what you entered by hand.
Step by step
- Go to Settings → Profile and find the Connections card.
- On the connection with problems click Reprocess with the current version. It reads the statements you already uploaded again; transactions added by hand are kept.
- If it is still wrong, delete the connection (its imported transactions are deleted) and upload the file again.
- For a single transaction, fix it or add it by hand.
What you will see
- After reprocessing or deleting, the portfolio is recalculated in a few seconds.
Common problems and questions
- A symbol has no price or shows as «other».
- The statement did not include a ticker we could match. The position stays at its cost. You can map the columns again with Custom CSV choosing the exact ticker, or record those transactions by hand with the right symbol.
- My broker's file is read wrongly.
- Write to us from Help → Contact with the first rows of the file, without amounts. We fix it for everyone.
- A price does not match my broker.
- Prices arrive with up to a few minutes of delay. Large differences are usually another exchange (an ETF in London versus New York) or another currency.
Related
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Asterholm is a read-only portfolio viewer. Nothing in this guide is financial advice.