Upload holdings  New   By popular demand, we've added the ability to upload holdings when adding a manual investment account. To get started, navigate to the Net Worth / Investment Account / Add Holdings and select the new Upload Holdings option from the dropdown. Key Features include: Flexible data entry. You can easily upload a CSV file or paste the holding data directly into the modal. A CSV template to help you get started and the ability to map your file format to ours. The capability to review the...