Supported portfolio file types: CSV, Excel (.xls, .xlsx). Place files in
portfolios/ or $INVESTOR_CLAW_PORTFOLIO_DIR.
| Column | Recognized names |
|---|---|
| Symbol | SYMBOL, TICKER, symbol, Description |
| Quantity | QUANTITY, SHARES, QTY, shares |
| Price | PRICE, MARKET PRICE, current_price |
| Value | VALUE, MARKET VALUE, value |
| Asset type | ASSET TYPE, TYPE, asset_type |
| Cost basis | COST BASIS, PURCHASE PRICE, purchase_price |
| Purchase date | PURCHASE DATE, purchase_date |
| Coupon rate | COUPON, COUPON RATE, coupon_rate (bonds) |
| Maturity date | MATURITY, MATURITY DATE, maturity_date (bonds) |
Bond coupon and maturity embedded in description text (e.g.,
"RATE 05.000% MATURES 11/01/28") are extracted automatically during
ingestion. No explicit coupon/maturity columns are required for bonds if the
description carries them.
Run /portfolio setup for guided column-mapping if your broker uses column
names that don't appear in the recognized-names table above.