Intuit, makers of Quicken, created a file format for saving and loading financial data called the Quicken Interchange Format, or QIF. If you have portfolio data in Quicken or some other program that supports exporting in QIF format, you can easily import that data into Personal Stock Monitor.
Let's assume you have a portfolio portfolio account in Quicken similar to the following:
You can export your portfolio account by going to the File->Export->QIF File menu option:
On the resulting screen:
- select the portfolio account you would like to export from.
- make sure to check the Security Lists option. If you do not do the the ticker symbols will not be included in the exported QIF file.
Click Browse to select the a name for the QIF file. I suggest putting it in My Documents folder and naming it something that you will easily remember, such as "transactions".
Click OK on the file open dialog and then OK on the QIF Export. You can then quit Quicken and open Personal Stock Monitor.
In Personal Stock Monitor select the Account -> Create New Account Tab menu option:
You will be presented with the New Account Tab Wizard. Check the circle next to "Import Transactions from a QIF File" and click next:
On the next screen, enter a name for your new account tab such as "MyPortfolio".
Click the Browse button to select the QIF file you exported into "transactions.qif" in the My Document folder above:
Click Open. Then Click Next in the New Account Tab Wizard.
On the next screen, set the current cash balance for the account and the date the account was created:
Click Next and you will be presented the final screen of the wizard.
Click Finished. You should now see your portfolio inside Personal Stock Monitor:
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