Importing Historical Data
« on: October 05, 2021, 09:54:07 PM »
This software application looks outstanding! However I have hundreds of transactions I would need to import in order to have historically accurate data. Is there a way to import data? Thank you!

Re: Importing Historical Data
« Reply #1 on: October 06, 2021, 09:38:14 AM »
Thank you for your comments... you can import historical data using a csv, ofx, or qfx file format.  Many users, don't bother with historical data, rather simply start using IAM to create tax accurate portfolios for their current holdings only, then going forward, track all subsequent activity.  If you have any add'l questions, please contact our tech support team directly:

Thank you for your interest, Matt