Convert Transaction History from Vested Format into a file that can be directly uploaded into Yahoo Finance to track investments.
- Copy entire transaction history from vested.com
- Paste in excel sheet
- Save excel sheet in csv format as "VESTED HISTORY.csv"
- On this page, click on the flie symbol on the left bar
- Wait for it to connect...
- Click on file upload icon on the left tab (File with arrow icon)
- Upload the "VESTED HISTORY.csv" file and the 'ticker_list.csv' files
- Once they have finished uploading, click Runtime on the top toolbar
- Select Run All
- Once it is done running, click the file refresh button on the left tab ( file with circle arrow)
- A new file named "output.csv" should appear
- click on the three dots on the side on the "output.csv" and select download
- Delete column A with the index numbers
- Edit stocks with splits (optional)
- Save and import to yahoo finance