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How can I import historical transactions from COW or iValuation

This help section deals with how to import historical investment transactions from COW or iValuation.


Step 1: Go to Portfolio Accounts

To begin, navigate to the Portfolio Accounts using the navigation as illustrated in the following screen shot:


Portfolio Accounts Navigation.png


If you want to create a new Portfolio Account that you will import the COW or iValuation transactions into, complete Step 2(a). If you would like to import the COW or iValuation transactions into and existing Portfolio Account, go to Step 2(b).


Step 2(a): Create a New Portfolio Account for the COW or iValuation transactions

When viewing the the Portfolio Accounts page, click on the ‘add/edit’ button as illustrated in the following screen shot:


Import 1-2.png


This will now place the Portfolio Account screen in to 'edit' mode. To create a new Portfolio Account, follow the instructions on the following screen shot:


Import 1-3.png



Step 2(b): Select an Existing Portfolio Account for the COW or iValuation transactions

Rather than creating a new Portfolio Account, you can import the COW or iValuation transactions into an existing Portfolio Account. To do so navigate to the income/expenditure section of the Portfolio Account as illustrated:


Portfolio Accounts Actual Income.png


When on the income/expenditure section of the Account, click on the import link at the bottom right of the screen as illustrated:


Import 1-13.png



Step 3: Select the COW or iValuation Files

After you have clicked on the import button or link from Steps 2(a) or 2(b), you will be presented with the following screen.


Import 1-4.png


Use the Import from: drop down menu to select if you would like to import from COW or iValuation (or Excel using CSV file) as illustrated in the following screen shot:


Import 1-5.png


In this example we are going to import historical investment transactions from iValuation (the process is the same for COW). You will now be asked to select two files from your computer, mainly the Shrhist and Hkpacct data base files associated with iValuation or COW as illustrated:


Import 1-6.png

To select the files that you have to import, click on Browse button associated with each file. After clicking on the Browse button, you will be presented with a pop-up window as illustrated:


Import 1-7.png


Click on 'My Computer' or if using an alternative operating system, select your C: drive. Click on the C: drive and then select the Program Files folder; then select either the COW2000 (if importing from COW) or iValuation (if importing from iValuation) folder, then select the Data folder. You will then be presented with a folder that contains a variety of files as illustrated in the following screen shot.  :


Import 1-8.png


After you have selected the appropriate Shrhist or Hkpacct Data Base Files, click on the Import button:


Import 1-9.png


Step 4: Enter Company Symbols

To use timetotrade to the best of its abilities, it needs to be able to identify companies by their ticker symbol. COW & iValuation do not use ticker symbols, therefore if you wish to use the various advanced timetotrade features, you should enter the ticker symbols associated with each company name as illustrated in the following screen:


Import 1-10.png


When entering ticker symbols, remember to add a .L to the EPICs/TIDMs for London Stock Exchange listed companies. Please note that you can leave the ticker symbol fields blank if you do not know the symbol or if the company is no longer listed. When you are finished entering the ticker symbols click on the 'update symbols' button. After doing so the import process is finished. You can view the imported Portfolio Account transactions by clicking on the View new ledger transactions link as illustrated:


Import 1-11.png



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