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OmniTrader Archives
OmniTrader 2019 Technical Support
Import/Setup Portfolio
Last Activity 6/11/2020 8:44 AM
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Graeme

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Posts: 1

Joined: 7/27/2019
Location: BRUNSWICK, Australia

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Subject : Import/Setup Portfolio
Posted : 7/30/2019 6:45 AM
Post #46290

Just starting to use OmniTrader and want to import my shares on hand as beginning of July.

Usually to get the correct format for this I export a sample, but omnTrader doesn't appear to have this facility.

Tried the format in the help notes, but was rejected as "the entry date must occur before the exit date". As the shares have not been sold there is no exit date??

Appreciate any feedback
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