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. The following list shows the level of support in StockMarketEye for the listed brokerages. See the sections on Importing from OFX/QFX Files and Importing from QIF Files for more information. StockMarketEye can import the data from these types of files. As an alternative, you can often download your data from your brokerage’s website in an OFX/QFX or QIF formatted file. Unfortunately, there are not many (if any) non-US brokerages that support the brokerage import (“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. and OFX/QFX), which streamlines the process of managing investment portfolios to a point where even non-techies can import information. remember correctly the csv format is under the print report options. I dont have quicken on this machine but If I. Export the data from quicken as a csv file which you can then import. Unfortunately, not all brokerages support the Direct Connect feature. Re: Importing Quicken QFX files into Excel. There's not much to point out as being different from the competition, other than the fact that it manages to combine simplicity with efficiency in an encouraging way for newbies and experienced individuals alike. Other financial software calls this the ‘ Direct Connect’ feature. StockMarketEye is but a simple stock application among lots of similar others. encrypted) means of reading data from your brokerage account. Additional transactions types now supported in the Charles Schwab CSV import. StockMarketEye uses the Open Financial Exchange (OFX) standard for downloading data from brokerages. Improvements to the QFX file import to improve support for foreign securities.
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