Stamping a Portfolio

vBase enables investors, allocators, and researchers to build a globally credible live performance record by stamping portfolio rebalance weights.

To ensure accurate parsing, uploads via the Portfolio Stamping interface must follow a simple standard format. To stamp a file of arbitrary structure, use the File Stamping interface.

What counts as a valid portfolio upload?

A portfolio must provide:

Requirement	Description
Symbols	Valid tickers or identifiers
Weights	Numeric values (long/short), decimals or percentages
One row per security	No multi-line entries

You may paste directly into the textbox, upload a CSV file, or drag & drop a CSV into the textbox.

vBase accepts comma, semicolon, or tab delimiters, with comma as the default. Mixing different delimiters within the same file will cause an Invalid Structure error.

Minimal Example (ready for paste) symbol,weight AAPL,0.50 MSFT,-0.20 SPY,0.70

Assigning Portfolio to a Collection

Every portfolio stamp must belong to a Portfolio Collection.

📌 A Collection organizes portfolio stamps into a verifiable investment strategy or signal.

You can add new collections by clicking the + icon next to the collection dropdown or in your account

Optional column headers

Headers are not required — but if included, they must map to known names.

Valid symbol column names id,symbol,identifier,sym,symbol,ticker,ticker_symbol,security,asset,instrument,stock ticker,figi,isin,bbgid,bbg_ticker,bloomberg_id

Valid weight column names wt,w,weight,weight_pct,weight_percent,weighting,percentage,pct,allocation,exposure,position,% of book,portfolio_weight,allocation_pct,allocation_percent

If headers are missing, vBase assumes: Column 1 = Symbol, Column 2 = Weight

Weight parsing rules

We standardize all values before stamping

vBase normalizes:

Input	Normalized Result
0.25	0.25
.25	0.25
0,25	0.25
25%	0.25
-2.5%	-0.025
(25%)	-0.25

⚠️ If both comma and dot decimals are used to designate decimals, this is is ambiguous and the upload will be rejected

Portfolio Normalization

Before stamping, vBase automatically:

• Strips spaces, parentheses, thousands separators

• Converts percentages → decimals

• Converts European decimal formatting to US style

• Sums weights of duplicate tickers

• Validates structure & data types

📌 Only a fingerprint of the Normalized CSV is stamped — not the original.

Storage

You can download the normalized CSV file on the confirmation page, or anytime via your account's Stamped File Storage.

Any copy of these stamped, normalized CSV files verifies your portfolio track record by showing that your history of rebalances is timestamped, complete and impartially presented.