It's easy to enter your holdings from RBC Wealth Station into Riskalyze! All you need to do is export your holdings to an excel file and drop it into Riskalyze. Here are the steps to export:
- Log in to Wealth Station
- Go to the client's Balances and Holdings page
- Select the Export button (typically next to the Print and Refresh buttons).
- Save the file to your desktop (or other easily accessible location).
From here, you can import the file into Riskalyze using the steps outlined here: How to Import a Portfolio From Your Custodian.