FYI I also have been experimenting using the online uploader for transactions to the web version. Maybe you are not really spending time on that now, I don't know, but I found I could get closest with the QIF files, but it seemed to have '200' as the prefix for the year dates. so importing '10' would create '20010'. maybe that's useful maybe not.
Do you mean importing in the old website? If so then I can fix it if you will send me the .qif file. I see what is going wrong.
On the software.
do you plan on adding the ability to print? (charts etc.)
some of my positions will not show YTD performance, all show 'since inception'
the error check tab is great, it has accurately shown what is wrong, only I don't know how to fix the errors. ;-)
do you plan on making the summary page have the functions of the web version. ( like time vs. money vs absolute weights )
any chance on getting the ability to import csv files, or a handy way to make them into OFX?
thanks for your work on this jesse!
I don't plan to add printing support per se. There are too many formats and printing options to make everyone happy. Instead I plan to add export options so you can put the chart data in your charting tool of choice.
Which positions don't show YTD? Is there anything you can tell me about them?
If you tell me the errors I can give some advice for fixing them. I'm writing documentation and that would be helpful.
The old features will eventually make a comeback. My primary goal is pretty basic right now: I want to make sure we can import data, build portfolios, and run on multiple platforms. Once the basics are done I'll expand the feature set.
Which CSV files do you want to import? Right now the desktop version will do ameritrade csv files. If there is another standard csv flie format then I can support it as well.