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OmniTrader 2018 Technical Support
Portfolio Import Question
Last Activity 5/11/2020 10:43 AM
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MAB

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25
Posts: 31

Joined: 1/9/2013
Location: Palm Coast

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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.

[Edited by MAB on 5/15/2018 10:45 AM]

Attached file : NYimport.csv (0KB - 257 downloads)

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