MyDashboards (MYD) are great for tracking a group of stocks and customizing the column layout like performance, valuation and fundamentals. You can type the tickers individually into a dashboard or you can copy a list from excel or a CSV file. Here's how:
Step 1: Open up the CSV file where the tickers are located, highlight the tickers, and copy them using CTRL-C (or CMND-C on mac) on your keyboard. The tickers should be in one column and have the proper Koyfin formatting. US tickers should be plain while Canadian tickers have ".CA" suffix, for example, BB.CA.
Step 2: Open a dashboard in MyDashboards (MYD) where you want to paste your tickers. This can be a new dashboard or you can append the list to an existing dashboard.
Step 3: Click on the "Add Security" button and with the input field active, hit CTRL-V (or CMND-V) to paste your tickers into the dashboard.
The tickers should appear in your dashboard. If you have any trouble, email us: