StockMarketEye User’s Guide¶

• Introduction to StockMarketEye New users start here!

  Additional getting started info for Canadian, UK, Australian, Euro and other non-US users.

• Ticker Symbols and Data Providers

  • Ticker Symbol Lookup and supported Data Providers

  • …More about ticker symbols…

• Portfolios - Tracking Your Investments

  • Manage Your Portfolios

    • Creating and Deleting a Portfolio

    • Portfolio Properties

    • Getting Current Quotes for your Portfolio

    • Managing your Cash Balance

    • Buying and Selling

    • Tracking Bonds and Other Non-Quoted Securities

    • Entering Dividends, Capital Gains and Return of Capital

    • Entering a Stock Split

    • Recording Mergers and Acquisitions

    • Recording a Corporate Action (i.e. Spin-Off)

    • Handling a Stock Delisting

  • Importing Data from a Brokerage

    • Brokerage Import and our Best Practices

    • Placeholder Transactions and How To Handle Them

    • Getting the Latest Transactions from your Account

    • Supported Brokerages

  • Importing Data from Other Sources

    • Importing Investment Data from an OFX/QFX File

    • Importing Investment Data from a QIF File

    • Importing Investment Data from a CSV File

  • Measuring Investment Performance

    • Individual Investment Performance Metrics

    • Comparing Performance to a Benchmark

    • Cost Basis Calculations

  • Reports

    • The Transactions Report, including editing and deleting transactions, and exporting to CSV.

    • The Summary Report

    • The Gain/Loss Report

    • The Back-in-Time Report

  • Portfolio Groups and Investment Categories

    • Managing Grouped Portfolios

    • Using Grouped Portfolios

    • Investment Categories

  • Other Portfolio Related Topics

    • Rebuild Your Portfolio From Its Transactions

    • Changing A Holding’s Ticker Symbol

    • Changing A Holding’s Currency

    • Transaction Accuracy and Completeness

• Watchlists - Monitoring the Markets

  • Creating and Deleting a Watchlist

  • Bulk Add Symbols To A Watchlist

  • Resetting Watchlist Values

  • …More watchlist documentation…

• Stock Alerts

  • Stock Alert Management

  • …More stock alerts documentation…

• Stock Charts

  • Comparison Charting

  • Importing Historical Quotes

  • Reload Chart Data

• General Features and Documentation

  • Backup / Restore

    • Backing Up and Restoring Your Data

    • Automatic Backup

  • On-Line Sync

    • On-line Synchronization

    • Synchronizing Data in the Desktop Version with the iOS Version

    • Synchronizing Data in the Desktop Version with the Android Version

    • Synchronizing Data Between Two Desktop Versions

    • Synchronizing Data from one iOS Device to Another

  • Editing Data

    • Editing Values In-Line

    • Overiding The Last Price

    • Changing The Name Of A Security

  • Configuring Columns

    • Configuring Columns

    • Available columns…

  • Preferences

    • Password Protecting Your StockMarketEye Data

    • Changing the Font Size

  • Other Features

    • Installing Your StockMarketEye License Key

• Other Features and Documentation

  • The StockMarketEye Log File

  • Changing the Location of Your Data Files

  • Moving Your Data to a New Machine

  • Starting From Scratch Using a Backup File

  • “We have detected another instance of StockMarketEye running on your computer.”

  • Recovering from Fatal Errors

  • How To Run From A Portable/External Drive

  • …MORE advanced features and documentation…