Net Worth — Import / Export

Export Current Net Worth

Download a CSV snapshot of all assets and liabilities at their latest recorded values, with EUR equivalents at today's exchange rates.

type,name,category,currency,latest_value,latest_value_eur,as_of
asset,Savings,Cash,EUR,10000.00,10000.00,2024-01-01
liability,Mortgage,Real Estate,EUR,150000.00,150000.00,2024-01-01

Import from NS Partners PDF

Upload your NS Partners portfolio valuation report to automatically update asset values. Cash accounts (Liquidités) are pooled into a single EUR total.

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Drag & drop the NS Partners PDF here, or click to browse

NS Partners "Relevé de portefeuille" format

Review & Confirm

Confirm how each asset from the PDF should be handled. Saved mappings are pre-applied for future imports.

⚠ Positions not found in this import

These assets were previously imported via portfolio PDF but are absent from this report. Check the ones you want to mark as exited (€0 will be recorded).

Past Portfolio Imports

Import Values (CSV)

Upload a CSV file to bulk-import asset values. Required columns:

asset_name,value,recorded_at,note
LO stock account,10000.00,2024-01-01,Opening balance
Mas de Buissot,55000.00,2024-01-01,

asset_name must match an existing asset name exactly (case-insensitive).
recorded_at must be in YYYY-MM-DD format.
note is optional.

Download template CSV

Upload CSV File

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Drag & drop a CSV file here, or click to browse

Existing values are preserved; duplicates will be added as new entries.