# Portfolio export and import

**URL:** <https://community.mycapitally.com/t/portfolio-export-and-import/192>\
**Category:** Questions\
**Tags:** imports\
**Created:** [July 25, 2024, 2:31pm UTC](https://community.mycapitally.com/t/portfolio-export-and-import/192 "2024-07-25T14:31:17Z")\
**Posts on this page:** 5\
**Page:** 1

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**Author:** ![Chintal\_Patel](https://community.mycapitally.com/user_avatar/community.mycapitally.com/chintal_patel/32/46_2.png) [@Chintal\_Patel](https://community.mycapitally.com/u/Chintal_Patel)\
**Post date:** [July 25, 2024, 2:31pm UTC](https://community.mycapitally.com/t/portfolio-export-and-import/192/1 "2024-07-25T14:31:17Z")

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I created an account and manually inputted all buys, sells, conversion, transfers, etc and its was looking perfect along with different accounts.

But then I exported whole portfolio and created another account and imported the json. Now when I look at the metrics and portfolio values - they are totally different. Like holdings were similarly but the total portfolio value, profits, and other metrics were way off. like the difference was of 15KCAD in total portfolio value.

Account 1 - [rheagan05@shootence.com](mailto:rheagan05@shootence.com)  
Account 2 - [neredya12@magicth.com](mailto:neredya12@magicth.com)

Might give another try with creating 2 more profiles with one - manually inputting all values and then export-import to another account.

If this works, then I am planning for yearly subscription.

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**Author:** ![rafal](https://community.mycapitally.com/user_avatar/community.mycapitally.com/rafal/32/18_2.png) [@rafal](https://community.mycapitally.com/u/rafal)\
**Post date:** [July 25, 2024, 2:35pm UTC](https://community.mycapitally.com/t/portfolio-export-and-import/192/2 "2024-07-25T14:35:17Z")

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Can you double-check that the viewing currency and return calculation options are the same?

If the holding quantities are correct, other metrics should be alright as well.

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**Author:** ![Chintal\_Patel](https://community.mycapitally.com/user_avatar/community.mycapitally.com/chintal_patel/32/46_2.png) [@Chintal\_Patel](https://community.mycapitally.com/u/Chintal_Patel)\
**Post date:** [July 25, 2024, 2:37pm UTC](https://community.mycapitally.com/t/portfolio-export-and-import/192/3 "2024-07-25T14:37:00Z")

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Sure, will try to screenshot everything and attached it to the post. Thank you.

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**Author:** ![rafal](https://community.mycapitally.com/user_avatar/community.mycapitally.com/rafal/32/18_2.png) [@rafal](https://community.mycapitally.com/u/rafal)\
**Post date:** [July 25, 2024, 2:37pm UTC](https://community.mycapitally.com/t/portfolio-export-and-import/192/4 "2024-07-25T14:37:33Z")

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> [@Chintal\_Patel](#):
>
> Might give another try with creating 2 more profiles with one - manually inputting all values and then export-import to another account.
> 
> If this works, then I am planning for yearly subscription.

Why do you need to create another account? I think you had 3 already. It’s totally fine to just ask for a trial extension if you need more time 🙂

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**Author:** ![Chintal\_Patel](https://community.mycapitally.com/user_avatar/community.mycapitally.com/chintal_patel/32/46_2.png) [@Chintal\_Patel](https://community.mycapitally.com/u/Chintal_Patel)\
**Post date:** [July 25, 2024, 3:17pm UTC](https://community.mycapitally.com/t/portfolio-export-and-import/192/5 "2024-07-25T15:17:34Z")

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Yes, even that is correct. Sorry, My bad. Will delete every transaction from account 2. Will then double check all the transactions from account 1. Then export and import to account 2.