Portfolio Import-Export
Portfolio Import - Export​
AlgoTest's fantastic import-Export feature allows you to effortlessly export a portfolio from one account and import it into another with just one click.Â
How to Use Import - Export Feature​
Exporting a Portfolio​
To copy your portfolio from one account to another account, follow these simple steps.
- Visit AlgoTest and log in to your account. Then, go to the portfolio you want to export.
- To download the strategy file, click on the "Export" button.
- After downloading the file to your device, you can share it with the user you want to share this portfolio with.
Importing a Portfolio​
To import this portfolio to another account, log in to the account where you want to import this portfolio and click on the 'portfolio' button and you will get the option to import the portfolio in the top panel as shown below:
- Click on the Import button and select file from your system:
- Click on the import button:
- You will get this warning if the portfolio having the same already exists, change the name and click on the import.
- If the portfolio contains strategies with the same names as existing ones, you’ll see the warning as shown below. Rename the strategies to resolve it.
- The import is done:
- You will find your portfolio in the portfolio tab as shown below:
