Importing investment data from QIF files

Step #1

Open StockMarketEye and click on the "File" menu, then select "Import Portfolio" -> "Import from QIF...".

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Step #2

Select the QIF file containing the investment data that you want to import into StockMarketEye.

This data will be imported into a new or existing StockMarketEye portfolio that you select in Step #4.

Once you have entered an existing QIF investment data file, click on the "Next" button to move to the next step.

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Step #3

Map the symbols found in the QIF investment data file to symbols known to StockMarketEye.

Stock (or ticker) symbols often differ between applications. In this step you must convert the stock symbols that were found in the QIF file into symbols known to StockMarketEye.

Before moving to the next step, you must confirm each symbol mapping by checking its box.

If the box is initially checked, it has been mapped automatically by StockMarketEye.

If the box is initially un-checked, there was no direct match to a StockMarketEye symbol. You must use the "Search for the Corresponding Symbol" field to find a matching symbol. You can double-click on one of the search results in the "Select StockMarketEye Symbol" table to the right of the search field in order to use that symbol.

When all of the symbols have been mapped and confirmed, click on the "Next" button to move to the next step.

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Step #4

Finish the import of the investment data by selecting a portfolio into which the data will be added. You can either select an existing portfolio, or create a new one.

Click on the "Finish" button to complete the import.

Step #5

The investment data has now been imported into the selected portfolio.

You may be interested in reading more about how Portfolios work in our User's Guide.