Importing and Adding Data
Get your data into StockMarketEye — quickly and easily.
Get Started Tracking Your Investments
In today’s volatile investing market, keeping your eye on your investments is doubly important.
StockMarketEye lets you track all of your investments quickly and easily, so you can navigate and profit from the market’s moves.
Getting started with StockMarketEye is easy. You can importing your accounts directly from supported brokerages. StockMarketEye supports importing using the “direct connect” method for US brokerages, or using our Advanced Brokeage Import for brokerages in the US, UK, Canada, Australia, India and more.
Additionally, you can import data from industry standard investment files, such as QIF, OFX/QFX or CSV.
You can even add your transactions manually using StockMarketEye’s easy-to-use input windows.
Importing from Standard Investment Files
If you can’t import your data from a brokerage, you may be able to import from standard investment files.
StockMarketEye support importing data from the following types of files:
- QIF – Quicken Interchange Format
- OFX – Open Financial Exchange
- QFX – Proprietary version of OFX from Intuit
- CSV – Comma Separated Values
QIF and OFX/QFX files can often be downloaded from your brokerage. Typically the brokerage will call this something like “Download For Quicken” or “Download for Microsoft Money”. These type of files can also be exported from other financial applications such as Quicken.
CSV is a standard spreadsheet file. StockMarketEye can import CSV files with a specific set of columns. See our User’s Guide for details on the format.
Our User’s Guide walks you through the import steps for each of these file types:
Adding Data by Hand
StockMarketEye also allows for manually entering data.
Our data entry windows are optimized to make data entry fast and painless.
All standard transaction types are supported:
- Buy / Sell
- Sell Short / Cover Short
- Shares In / Shares Out
- Dividend / Re-invested Dividend
- Capital Gain / Re-invested Capital Gain
- Return of Capital
- Split
- Corporate Actions
As well as cash management transaction types:
- Cash In/Out
- Interest
- Fees
- Other In/Out
Always Editable
And no matter how you enter your data, you can always edit it later directly in StockMarketEye, either through our data entry windows or in the table like a spreadsheet.
User’s Guide: Editing Values In-Line
