iCreateOFX Investment V1 - Convert Brokerage / Investment CSV and QIF files to OFX.

Fully Functional 30 Days Trial period (311.83 KB)

iCreateOFX Investment to convert your brokerage / investment CSV and QIF files to OFX.

iCreateOFX Investment is an investment CSV to OFX converter for converting your brokerage CSV files to OFX. At launch, iCreateOFX Investment supports Ameritrade, Fidelity, Scottrade and Charles Schwab CSV file conversion to OFX. In addition, the program ships with a Generic script for converting CSV files with a layout described in the user guide. Support for other brokerage houses is only subject to submiting the CSV file header / layout.

Currently supported transactions are:

1. Investment Buys -

for Stocks, Debt(bonds) and Other

2. Investment Sells -

for Stocks, Debt(bonds) and Other

3. Investment Positions -

for Stocks, Debt(bonds) and Other

4. Cash transactions -

Deposits and Withdrawals

5. Journal* transactions -

Stocks and funds

* The program does not currently support custom sub-accounts. This may be incorporated in later releases subject to demand

The program is available for download on a NO obligation 30 Day trial period. An introductory license fee of GBP 9.99 (or equivalent) is payable at the end of / or during the trial period and is subject to change without notice.

EXE File(311.83 KB) ZIP File (281.03 KB)