Vanguard investors can export their holding information as a CSV file. Stasis can read account and holding data from this file and import the information into the rebalancing
table so that you don't have to manually. Stasis can combine holdings across multiple accounts automatically, or import a single account at a time.
To export your holding information as a CSV on the Vanguard website, go to My Accounts > Balances and holdings. Then, click on the 'Download' button highlighted below:
Then, ensure that you select 'A spreadsheet-compatible CSV file' as the download option and '1 month' as the date range. For step 3, check the boxes next to the accounts
that you wish to import:
a word on security:
You should never share your banking or investing account numbers with anyone. So, it is highly recommended that you perform a find and replace on all cells in
your CSV file that contain your account numbers, replacing the values with consistent, unique, and greater than zero integers.
For example, if you are the account holder of accounts 12345 and 56789 at Vanguard, replace all cells containing '12345' with '1'
and all cells containing '56789' with '2'.
With that said, Stasis does not doing anything nefarious with your account information. CSV parsing
is performed entirely on the client, so no file is uploaded to this web server. This project is open source and can be audited here.
By clicking 'submit', you acknowledge that you have read the recommendations above.
import from vanguard
accounts to import:
vanguard prime money market fund (VMMXX) options:
the following holdings were excluded because they did not have quotable symbols: