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Add stocks in the Transactions tab.
Transactions
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History
Import
Ticker
Market
🇺🇸 US (USD)
🇲🇾 MY (MYR)
🇸🇬 SG (SGD)
Action
Buy
Sell
Type
Growth
Dividend
Units
Price per unit
Dividend Withholding Tax (%)
💡 Typically 30% for US stocks held by Malaysians, 0% for MY stocks
Date
Notes (optional)
Add Transaction
Import from CSV / Excel
Required column order:
date | ticker | market | action | type | units | price | div_tax
•
date
: YYYY-MM-DD
•
market
: US/MY/SG
•
action
: buy or sell
•
type
: growth or dividend
•
div_tax
: 0–100 (optional, for dividend stocks only)
↓ Download CSV Template
📂
Tap to select file
Supports .csv and .xlsx
Preview
Import All
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Dividends
Add
History
Import
Ticker
Market
🇺🇸 US (USD)
🇲🇾 MY (MYR)
🇸🇬 SG (SGD)
Amount received
Month
Notes (optional)
Log Dividend
Import Dividends from CSV / Excel
Required column order:
ticker | market | amount | month
•
ticker
: e.g. JEPQ, 1155
•
market
: US/MY/SG
•
amount
: e.g. 150.00
•
month
: YYYY-MM (e.g. 2025-03)
Also accepts: Mar-2025 · March 2025 · 03/2025 · 2025/03
↓ Download CSV Template
📂
Tap to select file
Supports .csv and .xlsx
Preview
Import All
Cancel
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