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110 lines
3.0 KiB
Plaintext
110 lines
3.0 KiB
Plaintext
---
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title: 'CSV Upload'
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description: 'Import trading data via CSV files with drag-and-drop support'
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---
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## Overview
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The CSV Upload feature allows you to import trading transaction data through an intuitive web interface with drag-and-drop support and real-time processing feedback.
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## Features
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<CardGroup cols={2}>
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<Card title="Drag & Drop" icon="hand-pointer">
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Drag CSV files directly onto the upload area
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</Card>
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<Card title="Progress Tracking" icon="spinner">
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Real-time progress bar during processing
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</Card>
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<Card title="Upload History" icon="clock-rotate-left">
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View recent uploads and statistics
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</Card>
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<Card title="Validation" icon="check">
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Automatic CSV format and size validation
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</Card>
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</CardGroup>
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## CSV Format Requirements
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Your CSV file must include these columns:
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| Column | Format | Description |
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|--------|--------|-------------|
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| **Date** | MM/DD/YYYY | Transaction date |
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| **Action** | Text | Buy, Sell, Cash Dividend, etc. |
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| **Symbol** | Text | Stock ticker |
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| **Description** | Text | Transaction description |
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| **Quantity** | Number | Number of shares (can be empty for dividends) |
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| **Price** | Number | Price per share (can be empty for dividends) |
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| **Fees & Comm** | Number | Trading fees |
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| **Amount** | Number | Total transaction amount |
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## Example CSV
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```csv
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Date,Action,Symbol,Description,Quantity,Price,Fees & Comm,Amount
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01/15/2024,Buy,AAPL,Apple Inc,100,150.50,6.95,-15056.95
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01/30/2024,Sell,AAPL,Apple Inc,100,155.75,6.95,15568.05
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02/15/2024,Cash Dividend,MSFT,Microsoft Corp,,,0.00,75.50
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```
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## Upload Process
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<Steps>
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<Step title="Navigate to Upload Page">
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Go to `/upload` in your application
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</Step>
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<Step title="Select File">
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Either drag and drop your CSV file or click to browse
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</Step>
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<Step title="Validation">
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The system validates file type (CSV only) and size (50MB max)
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</Step>
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<Step title="Processing">
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Watch real-time progress updates as the file is processed
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</Step>
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<Step title="Completion">
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View the upload in your history and navigate to the dashboard
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</Step>
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</Steps>
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## Processing Flow
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1. File uploaded to Flask backend
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2. Server validation (file type, size)
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3. Trading analysis script processes CSV
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4. Database synchronization
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5. History updated and temp files cleaned up
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## Security
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<CardGroup cols={2}>
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<Card title="Authentication" icon="lock">
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Login required for all uploads
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</Card>
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<Card title="Validation" icon="shield-check">
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File type and size validation
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</Card>
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<Card title="Sanitization" icon="broom">
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Secure filename handling
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</Card>
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<Card title="Cleanup" icon="trash">
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Automatic temp file removal
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</Card>
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</CardGroup>
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## Next Steps
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<CardGroup cols={2}>
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<Card title="Trading Analysis" icon="chart-line" href="/features/trading-analysis">
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Analyze your uploaded data
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</Card>
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<Card title="Portfolio Management" icon="briefcase" href="/features/portfolio-management">
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Track your current holdings
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</Card>
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</CardGroup>
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