Investoscope Alternative

Posted on Thursday, Dec. 15th 2016

The developers of Investoscope recently announced that they are no longer developing or supporting their software. Investoscope users may now be wondering what to do and if there is an Investoscope alternative app that they can use to manage their investments.

Replacement for Investoscope

Investoscope was a capable and useful portfolio tracker. However, Investoscope users looking for a replacement will find that StockMarketEye offers many of the same capabilities. StockMarketEye also provids additional features that help the modern investor track and manage their investments.

In addition to providing top-notch portfolio tracking and management features, the following features show just how much StockMarketEye has to offer as an alternative to Investoscope.

Migrating from Investoscope to StockMarketEye

Moving to StockMarketEye from Investoscope is easy. Since v4.0.15, StockMarketEye has support for importing Investoscope CSV files. Simply export your transactions from Investoscope into CSV, then import the CSV file into StockMarketEye.

Export your Investoscope transactions to CSV

For each individual portfolio you have in Investoscope, follow these steps to export its transactions to a CSV file.

  1. Select the individual portfolio from the list on the left-hand side of the Investoscope window.
    Select the Investoscope portfolio to export
  2. Use the menu: File -> Export -> All Transactions to CSV…
    Export all transactions for this Investoscope portfolio.
  3. Choose a name for the file and where you want to save it, such as your Desktop.
    Choose an appropriate name for the Investoscope CSV file.
  4. The CSV file is ready to be imported into StockMarketEye. No changes to the file are necessary!

Getting StockMarketEye

As an Investoscope user, you may not yet have installed StockMarketEye. If that’s the case, you can get the latest version from our website.

Download StockMarketEye

You can try out StockMarketEye free for 30-days. Try out your Investoscope data in StockMarketEye for free!

Import the Investoscope CSV file into StockMarketEye

Importing a CSV file into StockMarketEye is described in our User’s Guide.

Importing Investment Data from CSV Files

However, please take note of the following when importing the Investoscope CSV file into StockMarketEye.

  • In step #2, in the import window, click on the “CSV Columns Format” dropdown and select “Investoscope 3”.
    Choose the Investoscope 3 CSV format when importing into StockMarketEye
  • In step #2, click on the “Advanced CSV Options” button and be sure that the separator is “Comma”. However if you have verified in the CSV file that the separator is a different character (such as a semi-colon), select that character in the Advanced CSV Options window.

When you have finished the import, your Investoscope portfolio has been migrated to a StockMarketEye portfolio. You’ll need to repeat the export/import steps above for each Investoscope portfolio that you want to have in StockMarketEye.

Where To Next?

StockMarketEye has a comprehensive User’s Guide to help you get to know how things work.

StockMarketEye User’s Guide

If our User’s Guide wasn’t enough and you need more help getting started with StockMarketEye, don’t hesitate to drop us a comment here. You can also contact us directly at our support email address: support@stockmarketeye.com

Best of luck with your investments!

Posted by admin | in Documentation | 10 Comments »

10 Comments on “Investoscope Alternative”

  • Been an Investoscope user for some time and I’ve completed the migration pf my portfolios for StockMarketEye Trial Version without problems.
    One cool thing Investoscope had was the possibility to import end of day quotes from a .csv for those funds not tracked by google or yahoo.

    Very simple and It worked quite well.

  • Great! Thanks for choosing StockMarketEye.

    StockMarketEye can also import historical EOD quotes from a CSV file. Have a look at this page for more details:

    https://www.stockmarketeye.com/users-guide/charts/import-historical-quotes.html

    You might also be interested in this page about adding non-quoted items to a portfolio (i.e. securities that are not covered by Yahoo Finance or Google Finance):

    https://www.stockmarketeye.com/users-guide/portfolios/tracking-bonds-and-non-quoted-securities.html

  • The import from investoscope doesn’t seem to handle stock transfers at all. All my stocks that were transferred out still show in the portfolio and aren’t showing in transactions.

  • It sounds like those transactions are not in the CSV file generated by Investoscope. Can you verify that? You can always enter them manually later in StockMarketEye.

  • Hi. My quotes finally stopped updating in Investoscope so I’m trying out StockMarketEye.

    StockMarketEye said that 3 transactions were ignored on import and via tedious process of trial and elimination I figured out which they were.

    One was a TRANSFER-OUT entry, like those Blake mentioned above. Mine didn’t get imported either. But I changed the type name to SHARES OUT and it worked.

    I had a couple COST-BASIS-ADJUSTMENT transactions that didn’t make it through. How would I manually add those in StockMarketEye? (I think when Google split into two classes of shares I wanted to reflect that there was some cost to each class. Hence the adjustment.)

    Cheers,
    – Frank

  • Oh, and I forgot what I came here for! I have three small portfolios that imported fine. Then another with 140 transactions which appears to import successfully, but then in the transaction report does not include everything and the transaction dates are very wrong, like “Nov 7, 29178” and “Sep 11, 3076”. The original dates are in Investoscope format between 1993 and 2017.

    Do you have any idea what’s going on? Is there a limit to the number of imported transactions with a trial version?

    Thanks!
    – Frank

  • It sounds like StockMarketEye is misinterpreting the dates in the CSV file. It can usually automatically detect the date format, but in come ambiguous cases, it can’t.

    However, in the import window, there is a drop-down where you can select the date format. Have a look at the formats in that dropdown to see which format matches the dates in your CSV file.

  • Thanks, Nick! That solved the problem. I just confirmed the import and all shares/buy-prices match exactly with my old Investoscope view.

    The upshot this experience is
    1. When the parse rejects a few lines in the transaction import, it would be really useful to say what those lines are. I had to go through multiple imports removing stuff in order to figure out which 3 lines of 140 were having problems. People with significant transaction histories would suffer that much more.
    2. It would be great if StockMarketEye were a bit smarter selecting a date format. If a parse yields a 5 digit year, maybe try something else. I know, heuristics like that are tough to code but if it saves one support incident, it’ll save two.

    Otherwise, it’s great to have StockMarketEye as an option! Thanks. I like that the reports show portfolio value at the start of the period and the end so I can perform a thorough comparison.

  • Thanks for the feedback. Yes, better information on what transactions were rejected would be useful. At present, you can look in the log file to see what was rejected, but a more user friendly way of viewing that would be useful.

    Date format parsing is tricky due to the number of different and often incompatible formats used around the world. But we probably could have more heuristics – at present, it works automatically for about 80% of the date formats out there, but the other 20% have to be selected from the dropdown.

Leave a Reply


Try it for Free!

Try our software, free, for 30-days. No credit-card or email required.
Just download, install and run.

Get StockMarketEye Try it for free!
Available for:  Investment Management Software for Windows 8 / 7 / Vista / XP      Investment Management Software for Mac OS X      Investment Management Software for Linux      Investment Management Software for iOS Investment Management Software for Android