Personal Stock Monitor supports importing stock market data from a variety of different file formats including the Comma-Separated Values format, or CSV, which can be created by most spreadsheet programs.

For some users, it's more convenient to create a spreadsheet of tickers than it is to enter the tickers into the software directly. That being said, you can also copy and paste lists of tickers into Personal Stock Monitor using CNTRL-V, or Edit->Paste, to paste the tickers into the Active securties view.

To create a ticker list that PSM can import, just enter the tickers in the first column of the spreadsheet, one ticker per cell:

The save the file out as a CSV file, select the File->Save As menu item. Save the file in My Documents, provide a name that you'll remember and make sure to select CSV (comma delimited) as the file type.

You will likely receive two warning from Excel when saving out the CSV file:

Click OK. You may then receive the following warning:

Click YES.

At this point you have a CSV file located in "My Documents" called ticker_symbols_list. Close Excel and open Personal Stock Monitor. Create a new account tab to hold your new list of tickers by going to the Account->Create New Account Tab.

You'll then be presented with the New Account Tab Wizard which gives you a number of options for importing data into your new account. Check the box next to Import a list of tickers from a CSV file and click next.

On the next screen, give your new account a descriptive name which will appear in a tab along the bottom:

Click the Browse button to find your ticker_symbols_list CSV file in the My Document folder you created above. Make sure to select csv in the Files of Type dropdown:

Click Open. Then click Next in the wizard. If you get a "File Access" error it likely means that you left the CSV file open in Excel.

On the next screen you can select a cash balance for the account. This represents the amount of tradeable cash you have in your brokerage account at the present moment:

In this example we're assuming that you do not have any open positions for the tickers you are importing. Click Next for the final screen of the wizard:

Click finished. At this point your list of tickers has been imported into Personal Stock Monitor:

If you have existing transactions, please read the Importing Transactions from a CSV file article.