Importing Transactions from a CSV File
You can transfer your investment data into StockMarketEye via Comma-separated values (CSV) files. You can create CSV files via most spreadsheet applications such as Microsoft Excel, LibreOffice or Numbers. StockMarketEye can also create a CSV file in the required format when you export your portfolio's transactions to a CSV file.
CSV Import Format
StockMarketEye reads your investment data from the CSV file, one transaction per line. The data contained in each line of the CSV file must meet the specifications described in the section: Format of the Transactions CSV File.
Note: You can generate an example CSV file by exporting transactions from the Transactions report. When doing this, be sure to use the option, "Export columns necessary for re-import into StockMarketEye" is checked.
Importing a CSV Investment Transaction File
Once you have created a CSV file containing your investment transactions, you can import it into StockMarketEye with the following steps.
1. Use the menu: Portfolios -> Import from CSV...
2. On the “Import Investment Transactions in CSV Format” screen, click on the “Browse” button to select the CSV file containing the investment data that you want to import. Once you have found the file, select it and click OK. The file’s name should now be in the “CSV Investment Transactions File” field.
- CSV Columns Format - You can also select the format of the CSV file you are importing. The default “StockMarketEye format” is described here. You can also import from the Investoscope 3 CSV format by selecting it from the format dropdown.
- Date Format - Normally you should leave the date format on “Auto” and StockMarketEye will detect the format automatically. However, there are some formats that StockMarketEye can not detect automatically (such as European-style date formats that conflict with US-style formats). If the dates in your CSV file have one of these formats, select it from the dropdown, otherwise leave the dropdown on “Auto”.
- CSV Separator - It is also possible to change which record separator character to use. Some CSV files use a semicolon as a separator rather than the default comma. This can be selected with this dropdown.
Once you have entered an existing CSV investment data file, click on the “Load File” button to move to the next step.
3. You'll now see a summary of the transactions found in the CSV file.
You must also specify a portfolio in which to import the transactions. You can select an existing portfolio from the dropdown or click the "New Portfolio" button to create a new one.
Click the "Import" button to perform the import into the selected portfolio.
4. When the import is complete, click the "Done" button to view your portfolio.