Portfolio Creator & History Uploader

Screen One — single source of truth for historical holdings and inspectable periods.

Portfolio

Upload History (CSV)

History Period Frequency

Replace existing data for affected periods CSV only • UTF-8

Drop CSV here or click to upload

Max 50 MB • One file per upload

Periods

2/1/2025, 4:59:59 AM

# Securities: 2 • MV: 2,160,045

1/1/2025, 4:59:59 AM

# Securities: 2 • MV: 400,300

File Schema

Please fill out your historic holdings in all available securities in the TASI market, if you do not hold the security leave it at 0. Remember to update your cash balance at every period in the excel as well.

Positions — 1/1/2025, 4:59:59 AM

Include cash in weights

Portfolio MV (per weighting toggle): 400,300 • Weights sum: 100.00%

Security	Quantity	Price	Market Value	Weight
Apple Inc. US0378331005	1,000	195.25	195,250	48.78%
Microsoft Corp. US5949181045	500	410.1	205,050	51.22%

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