Import Your Accounts Directly from Supported Brokerages
Getting your data into portfolio management software like StockMarketEye can often be a daunting task.
Fortunately, using StockMarketEye's brokerage import feature, you can easily import your investment data
directly from your brokerage accounts.
The data available from brokerages consists of your current holdings and recent transactions. StockMarketEye
pulls in all of this data and creates one portfolio for each brokerage account.
The amount of recent transactions that can be downloaded varies by brokerage. For example, some only offer
transactions from the last 3-month. Others offer up to 2 years worth of transactions. StockMarketEye will
download as much as it can so that you have as complete a historical record as possible.
When StockMarketEye imports your current holdings, but the brokerage does not provide a purchase transaction
because the purchase happened prior to the transaction limit, StockMarketEye will create a placeholder
transaction in its place. You can edit this transaction to specify the correct date and cost basis for the
You can also manually add older transactions later to help make a more complete picture of your investment
returns. Additionally StockMarketEye allows you to edit or remove any of the data that is downloaded.
You can import your accounts directly from supported brokerages. StockMarketEye can pull in your
current holdings as well as historical transactions.
Let our documentation guide you through the brokerage import:
Brokerage Import User's Guide
StockMarketEye supports importing directly from over 50 brokerages.
Amoung those supported are the following major brokerages:
- TD Ameritrade
- and more...
Browse the complete list of our supported brokerages here:
Complete list of brokerages supported by StockMarketEye
Please note that only U.S. brokerages support the "direct connect" standard that StockMarketEye uses to
your investment data. If your brokerage is outside the U.S., you'll need to either import your data from a
file (QIF, OFX/QFX, or CSV) or enter your data manually.