> ## Documentation Index
> Fetch the complete documentation index at: https://docs.allocait.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Import holdings

> Bring in holdings from a pasted list or a file.

Allocait doesn't connect to a brokerage. To enter many holdings at once, paste a list or upload a CSV.

## First time

**1. Open the paste dialog**

Select **Add holdings** on the Set up card on Home. It opens the Positions page with a paste dialog. On an empty Positions page, **Paste or upload** does the same.

**2. Paste a list or choose a file**

Paste a list, one holding per line, symbol then shares, or choose a CSV file.

**3. Save**

This records what you hold and moves no cash.

## Reconcile later

To reconcile many holdings later, use CSV import on the Positions page. That import settles each row against your recorded cash at the row's price, the way **Add position** does.

With Allow shorts on, a negative count in the shares column imports as a short, and shorts are recorded first so their proceeds can pay for the longs in the same file. With Allow shorts off, a negative count is refused.

## Export

The Positions page can also export your holdings as a CSV. The `price` column holds the latest quote Allocait has stored for the symbol, with no as-of date, and is blank when there is none. Importing the file settles cash at that number.

## Next steps

> [card] [Update holdings](https://docs.allocait.app/guides/update-holdings.md)
>
> Change one holding or your cash in the app.

> [card] [Shorts](https://docs.allocait.app/concepts/shorts.md)
>
> How a negative share count is recorded.

> [card] [Quickstart](https://docs.allocait.app/quickstart.md)
>
> Add holdings, write rules and read where you stand.


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