This is the TimeToTrade help wiki. Use the TimeToTrade Trigger Trading Technology™ to execute your trades when Price, Candle Stick, Trend Line, Volume and Technical Analysis chart conditions are met - no coding required. Trade directly in the world’s global markets. Backtest your Trading Strategies. Calculate your UK HMRC Capital Gains Tax liabilities. Manage your Investment Club.

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 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 GB: prefix and .D postfix, e.g. GB:VOD.D, 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

It has never been easier to execute your trading strategy. Our Trigger Trading Technology ® means you can now automatically execute your trades directly in the world’s global markets.

You need never miss a trading opportunity again!

Do you want to:

  • buy when your technical analysis chart conditions are met? Really buy, not just get an email or sms alert?
  • or sell when a support trend line is broken?
  • or back-test your strategy going back as far as 30 years?

TimeToTrade's Trigger Trading Technology™ is truly game changing. It gives you a trading advantage. The power to take your trading to a new level.

Open a FREE TimeToTrade account today to:

  • Trade UK, US and European Shares - apply now
  • Execute trades when your Price, Candlestick, Trend Line, Volume and Technical Analysis chart conditions are met using the Trigger Trading Technology® - learn more - help video
  • Email and SMS Trigger Trading™ Alerts - learn more
  • Trade Off The Chart - learn more
  • Back Test Trading Strategies with up to 30 years of historical data - learn more
  • Create Simulated Trading Accounts to test your Trigger Trading™ Strategies - learn more
  • Real time Forex, UK, European and US stock market data - learn more
  • 170+ Technical Analysis and Candlestick Pattern Indicators - learn more
  • All the tools you need to set up and run a successful investment club - learn more
  • Manage your Portfolio and calculate UK HMRC Capital Gains liabilities and SA 108 CGT Tax Returns - learn more
  • Create Trading Competitions for you and your friends - learn more
  • Apply for a trading account today to get the Live Account Features - apply now

Apply now to try our superb platform and get your trading advantage.

The information and data provided is for educational and informational purposes only. Interpretation and use of the information and data provided is at the user's own risk. All information and data on this website is obtained from sources believed to be accurate and reliable. However, errors or omissions are possible due to human and/or mechanical error. All information and data is provided "as is" without warranty of any kind. We make no representations as to the accuracy, completeness, or timeliness of the information and data on this site and we reserve the right, in its sole discretion and without any obligation, to change, make improvements to, or correct any errors or omissions in any portion of the services at any times. Past performance is not a guarantee of future results. Trading carries a high level of risk to your capital and can result in losses that exceed your deposits. It may not be suitable for everyone so please ensure you fully understand the risks involved.

All services are provided by TigerWit Limited. TimeToTrade is a trading name of TigerWit Limited (a company registered in England and Wales under number 9479466). Our Registered address is TigerWit, 7th Floor, Augustine House, 6A Austin Friars, London, EC2N 2HA, England. TigerWit Limited is authorised and regulated by the Financial Conduct Authority number 679941.

The trading services offered by TigerWit Limited are not available to residents of the United States and are not intended for the use of any person in any country where such services would be contrary to local laws or regulations. Subscriptions to TimeToTrade products are available if you are not eligible for trading services.

Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 64% of retail investor accounts lose money when trading spread bets with this provider. You should consider whether you understand how spread bets and CFDs work, and whether you can afford to take the high risk of losing your money. All clients should be aware that trading involves risk.

TimeToTrade is a Sensatus product.

Retrieved from "?title=How_can_I_import_historical_transactions_from_COW_or_iValuation&oldid=37991"