Access the Stocks Management panel by pressing the Tools Navigator at the top left of the main screen, then the Stocks button.
There are 4 ways to add a new stock, fund or any other kind of instrument.
- Yahoo Search Field: Type letters in the search field then press Search, a selection of possible solutions is displayed in the table below. When you see the instrument you’re interested with, just tap on it and drag into the main table on the right.
- EODData: If you have a Platinum account with EODData, open the third parties panel, select EODData, enter your user name and password and select the exchanges and stocks you’re interested with. When satisfied, press the Done button.
- Markets: The main key indexes are already in the database. Select the exchanges or the individual stocks you’re interested with and press the Done button.
- Manual: In rare cases, you might want to add the various fields manually. Press “+”, enter the name and code, select the internet provider, select he Currency, enter if ISIN if you want to (will be used in a future “update from a file” feature).
Yahoo/Quandl/Google Search Fields
Select the source, either Yahoo or Quandl. Remember Quandl requires you to register on their site (Free).
Select the search field and enter the name or the code of the stock you’re looking for.
Once found, select it and drag into the table on the right.
Tip: In Quandl, if you’re looking for a commodity, search OFDP. This will avoid a long list of stock names containing Gold, Silver, Oil....
“Multi Delete” displays a new screen enabling you to delete multiple stocks at once.
Select the index, select one or more stocks, and press Done.
The first time you access the third parties screen, iMastock will ask for your account user name and password. Select the third party, select the exchange, select one or more stocks, and press Done.
Enter name and code, pick your internet provider, currency and press Done.
When finished, iMastock will automatically download the latest quotes if you press Done.
There might be cases when the code is not recognized by the provider, even though it appears it should: See explanation.