OmniTrader Forum - OmniTrader 2018 Technical Support
Portfolio Import Question

^ Top
MAB

Posts: 31

Joined: 1/9/2013
Location: Palm Coast

User Profile
 
Subject : Portfolio Import Question
Posted : 5/14/2018 2:36 PM
Post #44683

I tried to Use the Portfolio on Omnitrader. I attempted to import a number of accounts into the Omnitrader Portfolio. I added some positions in the accounts manually and Imported others. The positions were all present in each account while OT WAS RUNNING. I closed Omnitrader. When I reopened Omnitrader the next time, the accounts in the portfolio only retained the positions I entered manually. The imported positions disappeared when Omnitrader reopened. What is the problem?
I tried a second time, with the same results.
Also, I hope this can be resolved, and THEN, I would like to duplicate the portfolio for another install of Omnitrader on a different computer.
I have enclosed a sample of the type of file I used for each account for import
Thank you.
Attached file : NYimport.csv (0KB - 272 downloads)



https://www.omnitrader.com/currentclients/otforum/thread-view.asp?threadid=15738&posts=1