Brokerage Import – Supported Brokerages

With StockMarketEye, you can import your current portfolio holdings and select transactions directly from a brokerage account. You can get more information on how this works in our Brokerage Import and Brokerage Import – Best Practices sections.

Note

StockMarketEye uses the Open Financial Exchange (OFX) standard for downloading data from brokerages. OFX is a secure (i.e. encrypted) means of reading data from your brokerage account. Other financial software calls this the ‘Direct Connect’ feature.

Unfortunately, not all brokerages support the Direct Connect feature. If you do not see your brokerage listed below, please contact us to see if support for your brokerage can be included in a future version of StockMarketEye.

General Limitations

Unfortunately, there are not many (if any) non-US brokerages that support the brokerage import (“Direct Connect”) feature. As an alternative, you can often download your data from your brokerage’s website in an OFX/QFX or QIF formatted file. StockMarketEye can import the data from these types of files. See the sections on Importing from OFX/QFX Files and Importing from QIF Files for more information.

The following list shows the level of support in StockMarketEye for the listed brokerages. If you have used the brokerage import successfully for one of the brokerages below that has not yet been marked “user validated”, don’t hesitate to let us know so we can update this documentation for other users.