Select the New/Import Portfolio button in the My Portfolios tab:
Then select the Import button located in the lower left corner:
Locate the file in your computer and a snapshot of the excel file will be created inside Everysk Platform. Then, use the pull down menus above the table to manually select the column containing tickers and the column containing contracts/shares:
Notice that there is a third pulldown called Aggregation Labels. This is an optional column that would need to be manually entered in the xls or csv. This column would be used in certain templates to perform risk aggregation by user-defined themes.
Press the Import Selected Columns button.
After all the positions have received a Success status, give a name to the portfolio, set the base currency and press the Create Portfolio button.