Import data and transactions from a table

Instructions to import data into FIREkit

This spreadsheet file, designed by the FIREkit team, allows you to import data into your FIREkit portfolio. It includes three main tabs where you can add relevant entries:

Custom Tab: Use this tab to import assets that are not securities or cryptocurrencies, such as bank deposits, cash, or other types of financial assets.
Stocks Tab: Use this tab to import data about shares and stock assets, specifying the ticker, number of shares, price, and type of transaction.
Crypto Tab: Use this tab to import cryptocurrencies, including data about cryptocurrency type, quantity, price, and type of transaction.

General rules

Clear Template Data
Ensure you delete all pre-populated data from the template before uploading it to FIREkit, except column headers that are used for import.
New Assets Only
Import is used to create new assets in your portfolio. It does not update existing assets yet.
Follow Format Guidelines
Make sure your data follows the format outlined below (e.g., use supported currency codes like USD, EUR, CAD). Incorrect formats will result in import errors.
Date Field
If the Date field is left blank, the current date and time (based on your timezone) will be automatically added.
Enough balance
Make sure you have enough balance to purchase a stock or coin, by adding a DepositWithdrawal transaction beforehand.

Data format for the Custom tab

AssetName	Asset name (e.g. Bank account, Cash, Deposit, Apartment).
Currency	Transaction currency (e.g. USD, EUR, CAD). Supported currencies can be found in our FAQ section.
Balance	Transaction amount.
Date	Date of operation. If the field is left blank, the current date will be automatically set.
Operation	Transaction type with possible values: DepositWithdrawal or ProfitLoss.
Comment	Additional comments or details about the transaction.

Examples

DepositWithdrawal for transactions to top up an asset or withdraw funds from an asset (e.g. Purchase an apartment, Top up a deposit). Do not affect profitability indicators.
ProfitLoss for profit or loss transactions (e.g. Deposit payments, Rental payments). Directly affect profitability indicators.

Data format for the Stocks tab

AssetName	Asset name (e.g. My stocks).
Ticker	Stock ticker symbol (e.g. NASDAQ:QQQ, NYSE:VOO, NASDAQ:AAPL) for the PurchaseSale transactions. Use the EXCHANGE:TICKER format for this field. Supported exchanges can be found in our FAQ section.
Count	Number of stocks for the PurchaseSale transactions.
Price	The stock price for PurchaseSale transactions, or the Transaction amount for a DepositWithdrawal or ProfitLoss transactions.
Currency	Transaction currency (e.g. USD, EUR, CAD). Supported currencies can be found in our FAQ section.
Date	Date of operation. If the field is left blank, the current date will be automatically set.
Operation	Transaction type with possible values: DepositWithdrawal, ProfitLoss, or PurchaseSale.
Comment	Additional comments or details about the transaction.

Examples

DepositWithdrawal for deposit or withdrawal transactions (e.g. Top up a broker account). Do not affect profitability indicators.
ProfitLoss for profit or loss transactions (e.g. Dividend payment). Directly affect the profitability indicators.
PurchaseSale for transactions to buy or sell tickers (e.g. Purchase TSLA stocks, Sell VOO stocks). Sales transactions affect profitability based on realized income or loss.

Data format for the Crypto tab

AssetName	Asset name (e.g. My crypto, Crypto Wallet).
Coin	Coin symbol (e.g. BTC, ETH, USDT) for the PurchaseSale transactions. Supported coins can be found in our FAQ section.
Count	Number of coins for the PurchaseSale transactions.
Price	The coin price for PurchaseSale transactions, or the Transaction amount for a DepositWithdrawal or ProfitLoss transactions.
Currency	Transaction currency (e.g. USD, EUR, CAD). Supported currencies can be found in our FAQ section.
Date	Date of operation. If the field is left blank, the current date will be automatically set.
Operation	Transaction type with possible values: DepositWithdrawal, ProfitLoss, or PurchaseSale.
Comment	Additional comments or details about the transaction.

Examples

DepositWithdrawal for deposit or withdrawal transactions (e.g. Top up a broker account). Do not affect profitability indicators.
ProfitLoss for profit or loss transactions (e.g. Crypto deposit payment). Directly affect the profitability indicators.
PurchaseSale for transactions to buy or sell coins (e.g. Purchase BTC, Sell ETH). Sales transactions affect profitability based on realized income or loss.

Common issues

To help avoid errors during import, here are some common issues and how to resolve them:

Incorrect date format
Ensure dates are entered in MM/DD/YYYY format. If you are unsure, leave the field blank, and the current date will be used automatically.
Missing required fields
Double-check that all required columns, such as AssetName, Currency, and Operation, are filled out. Missing fields will cause the import to fail.
Invalid transaction type
Use valid transaction types for each tab. For example, only DepositWithdrawal and ProfitLoss are allowed for a Custom tab.
Negative balance
Stock and Crypto assets can't have a negative balance, since we support a positive transaction chain to correctly calculate all indicators (e.g. profitability XIRR, TWR).
Type mismatch
Some cells contain data types that do not match the expected format. For instance, numeric columns may have text, or date fields may include invalid characters. Review and correct these mismatches in your Excel file.
File size limit exceeded
The uploaded Excel file is too large to process. Ensure the file size adheres to the 1MB limit.
Unsupported file type
The uploaded file is not a supported format. Accepted formats include XLS and XLSX. Please convert your file to one of these formats and try again.
Unsupported coin, ticker, or currency
One or more rows reference unsupported coins, tickers, or currencies. Verify that all assets match the supported list of tickers, coins, or currency symbols, provided by the system.

Additional notes

If you encounter issues with your import, contact our support team directly on a website or by email: support@firekit.space.
Download a pre-filled example of the import template here to see how data should be structured.