Create a Portfolio

Last updated: February 6, 2026

You can upload your own custom portfolios directly into Alfa. This gives you a flexible starting point whether you're tracking a client mandate, modelling a fund structure, or comparing different strategies. Once uploaded, you can use these portfolios across chats and agents to generate tailored insights.

Upload a custom portfolio to your profile

To upload a portfolio, follow these steps:

  1. Click on the Knowledge tab from the lefthand sidebar

    Screenshot 2026-02-06 at 12.50.51 AM.png

  1. Click on Portfolios from the top bar

  2. Select Add portfolio on the righthand side of your screen

  3. Drag and drop your file into the upload bar, or browse available files, then click Add portfolio

    Screenshot 2026-02-06 at 12.56.39 AM.png

Instructions for portfolio file upload

Max size: 15 MB / 250000 rows

To upload your historical portfolio, please:

  • Create a CSV file with the following column headers in the first row: ISIN, SYMBOL, COUNTRY, CURRENCY, WEIGHT, DATE

  • You must include all headers in this order. Leave the optional fields blank if there is no data.

  • Please include your entire portfolio composition when a change was made.

  • If any given date does not contain a security that was included the date before, it is assumed to be sold off.

Required:

ISIN and/or SYMBOL

Example: US0378331005 for ISIN, AAPL for SYMBOL

WEIGHT

Format: The percentage weight of the security in your portfolio on the date

Example: 0.005 (0.5%), 0.01 (1%)

Optional:

COUNTRY

Format: 3 letter ISO country codes

Example: USA, CAN

  • We recommend you fill this column to make sure the correct securities are selected in the platform

CURRENCY

Format: 3 letter ISO currency codes

Example: USD, CAD

  • We recommend you fill this column to make sure the correct securities are selected in the platform

DATE

Format: YYYY-MM-DD

Example: 2023-03-30

  • If you do not enter a date, it will be filled as today's date.

You may download an example CSV by clicking the button below. In this example, AAPL is assumed to be sold on March 2nd, so the holdings to date would be 50% TSLA and 50% MSFT (before price adjustments).