Importing Investment Data from a QIF FileΒΆ

You can transfer your investment data into StockMarketEye via Quicken Interchange Format (QIF) files. QIF files contain information about the transactions that have occurred in your portfolio. You can use QIF files to transfer your portfolio information from one financial application to another (for example, from Microsoft Money Plus to StockMarketEye).

StockMarketEye supports QIF files from Quicken, Microsoft Money Plus, ShareBuilder and others.

Note

Quicken Users: when exporting your investments to a QIF file, be sure to select “Security Lists” from the “Include in Export” section. This will make it possible for StockMarketEye to automatically find most of the correct symbols in step #3 below. See the page, How To Export Quicken Data, on Quicken’s site for details on exporting your transactions from Quicken.

Note

Former Microsoft Money Plus Users: You may be interested in reading our guide on how to export your investment data from Money Plus to a QIF file, suitable for import in StockMarketEye.

  1. Open StockMarketEye and use the menu: File -> Import Portfolio -> Import from QIF...

    Open the portfolio QIF import wizard
  2. Select the QIF file containing the investment data that you want to import into StockMarketEye.

    This data will be imported into a new or existing StockMarketEye portfolio that you select in Step #4.

    Once you have entered an existing QIF investment data file, click on the “Next” button to move to the next step.

    Select the QIF file to import into StockMarketEye
  1. Map the symbols found in the import file to symbols known to StockMarketEye.

    Stock (or ticker) symbols often differ between applications. In this step you can convert the stock symbols that were found in the import file into symbols known to StockMarketEye.

    Before moving to the next step, you must accept each symbol mapping by checking its “Accepted” box.

    If the box is initially checked, it has been mapped automatically by StockMarketEye.

    If the box is initially unchecked, there was no direct match to a StockMarketEye symbol.

    You can modify the mapped, StockMarketEye symbol by clicking on the “Modify” button. This will open the Symbol Search window where you can search for the correct symbol. Clicking “Ok” in the Symbol Search search window will use the selected “Search Result” as the mapped, StockMarketEye symbol. If you click “Ok”, but have not selected one of the “Search Results”, the search query itself will be used as the mapped, StockMarketEye symbol. This allows you to enter and use unrecognized ticker symbols.

    Note that you don’t need to have a valid ticker symbol for each entry, but you do need to accept all of the mappings before continuing. Unrecognized symbols (ex. obsolete or non-existent ticker symbols) are OK to include in the mapping and are often useful for including items in your portfolio which do not have a ticker symbol (ex. bonds, preferred stock, etc). Note, however, that StockMarketEye will not be able to get historical or current quotes for these symbols which can affect performance calculations and the Portfolio’s historical value chart.

    You can reset the mapped, StockMarketEye symbol to its original, unmapped symbol using the “Reset” button. This will uncheck the symbol’s “Accepted” button and reset the StockMarketEye symbol to the symbol from import.

    When all of the symbols have been mapped and accepted, click on the “Next” button to move to the final step.

    Map the import symbols to corresponding StockMarketEye symbols
  2. Finish the import of the investment data by selecting a portfolio into which the data will be added. You can either select an existing portfolio, or create a new one.

    Click on the “Finish” button to complete the import.

    Confirm and finish the QIF import.
  3. The investment data has now been imported into the selected portfolio.

    After the portfolio QIF import.

Try it for Free!

Try our software, free, for 30-days. No credit-card or email required.
Just download, install and run.

Get StockMarketEye Try it for free!
Available for:  Investment Management Software for Windows 8 / 7 / Vista / XP      Investment Management Software for Mac OS X      Investment Management Software for Linux      Investment Management Software for iOS Investment Management Software for Android