Import Trades
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Import Trades Is it possible to create a .txt or some other type of file with standardized trade information that could be imported into Bivio? Our club makes several trades and our broker is not on the list for account sync. I spend quite a bit of time entering trade data and if there was a standard format to import the data this would save me a considerable amount of time. I can download all of our trade information from our broker into a spreadsheet. Then using vb/macros in Excel, the data could be formatted and file created that is acceptable for import into Bivio. I see that NAIC data can be imported and woder if the format is something that could duplicated by a .txt or similiar file. Thank you for your assistance. Jonathan Jonathan Abner writes: > Is it possible to create a .txt or some other type of file > with standardized trade information that could be imported > into Bivio? This is a tricky issue, because if it doesn't work right, it can be more work than if you hand entered them. Please email a sample of the trades to support@bivio.com, and we'll see what we can do. Rob |
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