Importing and Tracking Brokerage Accounts

Import your investment data directly from supported brokerages — and easily keep it up-to-date

Over 50 brokerages supported!

Import brokerage 1

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 holding.

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

Supported Brokerages

StockMarketEye supports importing directly from over 50 brokerages.

Amoung those supported are the following major brokerages:

  • TD Ameritrade
  • Scottrade
  • E*Trade
  • Fidelity
  • Vanguard
  • 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 download 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.

Staying Up-To-Date With Your Brokerage Account

After you import your accounts, you will want to keep your corresponding StockMarketEye portfolio up-to-date with any developments in your account.

For example, if you purchase or sell stocks in your account, you'll want to do the same in you StockMarketEye portfolio.

StockMarketEye's update-from-brokerage feature allows you to pull in the most recent transactions and keep your StockMarketEye portfolio up-to-date with your brokerage account.

The update-from-brokerage window is optimized to allow you to download your recent transactions from all your accounts at once. You can even have StockMarketEye save your passwords to stream-line the update process even further.

Let our documentation show you how to update your portfolios with the most recent transactions:

How to pull in the most recent transactions from your brokerage accounts.

Note that the update-from-brokerage feature is a manual process. You'll need to run it periodically to get the latest transactions.

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