Importing Investments

Importing Investments

Next, you'll begin to import investments. Click on the Import button to start the import process.

AngelStat allows your initial import of investments for free, but subsequent import functionality from other platforms is a Premium feature.

Select the platform you wish to import from the dropdown Select Platform of Import. For this example, we'll use AngelList for importing some investments.

AngelStat allows automatic import from AngelList and Other (CSV) through usage of our pre-formatted CSV template. Other platforms such as Carta and Republic can be imported by contacting support.

First, you will need to visit the AngelList Portfolio tab. Ensure that Dashboard is selected, and scroll down to Investments. Then select Export CSV.

Once you have exported the AngelList CSV, click the Upload File box and choose the CSV file. Click Upload to proceed with the import process.

AngelStat will show a message that the import is in progress, and will begin importing your investments and advancing the onboarding process. When the process is finished, you will be navigated to the Portfolio tab.

Click on Performance or Investments to see your portfolio statistics.