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...