Stockfolio import from exchange4/5/2023 ![]() ![]() Name fields can be updated by selecting "Symbol" then "Update" in the application main menu. One solution would be to set "Name1" in "Symbol Field" and set the "Name1" value of stock "TA" to "TA.C". ![]() "TA" and "TA.C" references the same stock and therefore you want to associate these "TA.C" trades to "TA" stock. Your database contains a stock that has "TA" as symbol name and your list of trades references the symbol "TA.C". In "Import Transactions" control, the "Symbol Field" option allows you to select the name field to use when matching file symbols with QuantShare symbols. Click on "Add File" then select your list of trades file Alternatively, you can right click on the portfolio item to open a menu. ![]() In the Portfolio Manager, click on your trading system, select "Tools" then "Import trades from file". The 32bit requirement comes from a dependency with the Outlook client. If your list of trades file is not in the above format then use your favorite spreadsheet software (Excel for example) to make the appropriate changes. In order to export or import mailboxes to PST files the following requirements must be met: Export/Import to PST must be run from a 32 bit client machine with Exchange Management Tools installed (Version Exchange 2007 SP1 or later). Type must have one of the following values: Buy, Sell, Cover or Short Importing trades into a portfolio requires that you save these trades in a specific format in a text or csv file and then use "Import Transactions" feature of QS Trading Software.ĭate Symbol Type Price Shares Commissionsĭate should have a U.S. Maybe you have a list of trades from a financial website or a friend's trading system and you want to analyze and measure the performance of a portfolio that is constructed from these trades. ![]()
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