Widgets

Portfolio CSV Import

Import portfolio holdings from a broker CSV export. Auto-detects Sharesies, Sharesight, and Hatch formats. Cleans tickers (.NZ suffix, NZX: prefix), validates 2-5 char codes. Use merge=true to add new tickers without replacing existing holdings.

post/portfolio/import-csv

Request

  • Base URL: https://nzxplorer.co.nz/api/v1
  • URL: https://nzxplorer.co.nz/api/v1/portfolio/import-csv
  • Auth: one of:
    • API key in header X-API-Key
    • API key in query parameter api_key

Request body

csvstring required

CSV file contents as a string (header + data rows)

platformstring

Force platform: sharesies, sharesight, hatch, auto (default: auto-detect from headers)

merge'true' | 'false'

If true, add new tickers only (skip existing). Default: false (replace all)

Response

Portfolio CSV Import

dataunknown

Example response

{
  "meta": {
    "api_version": "v1"
  }
}

Changes

No recorded changes to this operation across all 1 revision of this API.