Importing A Single Account
If your brokerage does not allow the retrieval of the list of your accounts, or you know the account number of a specific account you would like to import, you can import an individual account if you know the account number.
To import a single account, follow step #1 above. In step #2 above, enter your brokerage “Username” and “Password” as well as the “Account Number” you would like to import. Click “Next” to download the data for this account.
When StockMarketEye has finished processing the data downloaded from the brokerage, you have the opportunity to preview that data before it is imported into a StockMarketEye portfolio. Click on either of the “Preview” buttons to view your current holdings and the historical transactions that the brokerage has made available.
Brokerages often limit the historical transactions that can be retrieved. For example, a brokerage may limit the transactions to only those that have occurred in the past 90 days. Some limit transactions to those from the past 1 or 2 years, while others provide data since you opened the account. Our Brokerage List section explains the specific limitations of each brokerage supported by StockMarketEye.
When you click “Finish”, the downloaded data will be saved in a new StockMarketEye portfolio. This portfolio is, by default, given the name of your account number ‘@’ your brokerage name. For example, if your account number at E*Trade is 123456789, the new portfolio will be called “
email@example.com”. You can modify this once the import is finished.
After the import is finished, you can edit any of the data downloaded from the brokerage. In addition to being able to change the portfolio’s name, you can change transaction dates, symbols, purchase prices, transaction costs, etc.
You should also be aware of the placeholder transactions that StockMarketEye may have created. You can read more about placeholder transactions in the section, Brokerage Import - Placeholder Transactions.