How do I import a file to rebalance my portfolio?

To view or save your positions into CSV format, first open your Account Window by clicking the Account menu option in TWS followed by Account Window. From there, click the File menu option followed by Export Portfolio. Enter a name for your file and, once finished, click Save. This will work in both a live and paper trading account…

To import a list of tickers into TWS:

1. Click on the File menu option followed by Import/Export and select Import Financial Instruments…

When rebalancing a group of accounts, the system will generate group orders that consider the account’s individual net liquidation value. This means that each account will individually be rebalanced to the target percent specified by the trader regardless of how large or small the account is relative to the rest of the accounts in the group…

Advanced view allows you to import a .csv file of financial instruments, and export a completed Portfolio Model to .csv using the Import/Export buttons. It also includes more per-instrument information in the form of extra columns in the data line…