Q: What are the main options for how to migrate portfolios to Google Finance? A: You can let the new Finance experience automatically migrate your Classic Google Finance data, import a CSV or PDF from your broker, or upload a screenshot or describe your holdings to create a portfolio. Each method lets you review recognized tickers, map fields like ticker, shares, price and cost basis, and save the portfolio in the Portfolios dashboard. Q: How does automatic migration from Classic Google Finance work? A: Sign in to your Google account, open Google Finance, follow the prompt to move your Classic portfolio to the new experience, and confirm the migration. After completion, open Portfolios to review positions, cash, and performance data. Q: How do I import a CSV or PDF and map fields during import? A: Export your portfolio from your broker as a CSV or download a statement PDF, then go to Portfolios in Google Finance and choose Import to upload the file. Map any unmatched fields such as ticker, shares, price, date, currency, and cost basis, confirm the preview, and finish the import. Q: Can I use screenshots or text descriptions to create a portfolio? A: Yes, you can upload a clear screenshot that shows tickers and share counts or use the “describe your investments” option by typing a short list of holdings. Review the recognized tickers, quantities, and dates, correct any that look off, and save your new portfolio. Q: What should I check after importing to ensure my portfolio numbers are accurate? A: Verify you have the correct tickers and markets (for example U.S. listings versus international listings or ADRs) and confirm share classes where relevant. Also make sure total shares match your broker records, add or edit purchase prices and dates for accurate gains and losses, set the base currency and time zone, and handle splits, dividends, or duplicate rows as needed. Q: How can I use Google Finance’s AI tools to monitor my portfolio and receive alerts? A: Use the integrated AI research tool to ask portfolio-level questions or research prompts and to create task-style updates such as “send me a daily premarket briefing on X topic.” Choose where to receive alerts—via the Google app or the web experience—and set your preferred schedule so Google Finance runs in the background to gather and deliver briefings. Q: Is there a mobile app for managing portfolios, and when will iOS get the app? A: Google has launched a dedicated Google Finance Android app that provides access to watchlists, real-time data, a live news feed, and built-in AI research. Google plans to bring more web capabilities into the mobile app over the coming months and intends to release an iOS app later this year while the mobile web remains available in the meantime. Q: What common import problems should I watch for and how do I troubleshoot them? A: If a file won’t upload or fields don’t match, open the CSV to ensure headers like Ticker, Quantity, Price, Date, and Currency are present and remove extra header rows or totals before uploading. For wrong tickers or missing cost basis, search and swap the correct listing, edit or add purchase prices and dates, and for foreign holdings confirm the correct market ticker and base currency or conversion date.