New portfolio with holdings, cash and transactions (standard) - all data from the OFX/QFX file will be added to the selected portfolio. The following import modes are available: What data is imported into the selected portfolio is controlled by the “Import Mode” section. Select one of the listed portfolios or create a new portfolio by clicking on the “New Portfolio” button. To complete the import, you must first select a portfolio into which the data will be imported. When StockMarketEye has processed the file, you’ll have the opportunity to preview the data. Click “Next” to start processing the file. Select the OFX/QFX file that you downloaded from your brokerage or exported from another financial software. Open StockMarketEye and use the menu: File -> Import Portfolio -> Import from OFX/QFX…
HOW TO OPEN QFX FILES FOR FREE SOFTWARE
If your financial software does not create OFX files, it may be able to create QIF files instead, which can then be imported into StockMarketEye. If you are currently using another financial software, but would like to transfer your investment data to StockMarketEye, you may be able to have your financial software create an OFX file with that data. In addition to brokerages and other financial institutions, OFX files may be obtained from some financial software packages.
HOW TO OPEN QFX FILES FOR FREE DOWNLOAD
Some brokerages and financial institutions will allow you to download your data in the QFX format, rather than the OFX format. QFX files are similar to OFX files in that they contain current holdings information and historical transaction data. StockMarketEye can also load QFX (Quicken Financial eXchange) formatted files. Many brokerages and other financial institutions allow you to download your data in the OFX format, often referring to it as a data format for Intuit’s Quicken or for Microsoft Money. OFX files contain information about your current holdings as well as historical transactions that have occurred in your account. You can transfer your investment data into StockMarketEye via Open Financial eXchange (OFX) files. Importing Investment Data from an OFX/QFX File ¶
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