Import Instructions:
- Use CSV files exported from Screener page
- Expected Format:
Sub-Pool Name, Stock Code, Stock Name, Target Price, Potential Return (%), Exchange
- Choose import mode using the "Assigned Sub-Pool" checkbox below
- Duplicate stocks will be skipped
- Target prices will be imported automatically (format: < $1.234 or > A$2.567)
- Exchange is auto-detected from target price currency (A$ = ASX, $ = HKEX) or from Exchange column
Default Mode: All stocks will be imported to "Potential Stocks to be Approved" sub-pool.
The Sub-Pool column in the CSV will be ignored.
Duplicate stocks will be skipped.
Assigned Sub-Pool Mode: Stocks will be imported to their original Sub-Pools from the CSV.
Missing Sub-Pools will be created automatically with default sort order.
Duplicate stocks will be skipped.
⚠️ Overwrite Mode: Existing stocks will be updated with new data from CSV, including Sub-Pool reassignment.