Currently Excel, PDF, and CSV files are supported; files should be in a clean tabular form without additional non-column headers, footnotes, charts, or tabs.

The format for uploading investment returns should contain at least a properly formatted date column, as well as returns streams in separate columns. Standard excel formats are supported, and U.S. vs. European ordering is detected.

The format for uploading investment NAVs should contain at least a properly formatted investment name column, as well as the allocation sizes for each investment in a separate column.

The Data Uploader assesses data type, whether the data type is return or price, percentage point or decimal, and the frequency of the return streams, but it’s always good to validate the conversion during the upload process.