iCreateOFX Investment

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

iCreateOFX Investment currently 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 /investment CSV files is dependent on users submiting the CSV file header / layout.

Currently supported transactions are:

1. Investment Buys - Stocks, Debt(bonds) and Other

2. Investment Sells - Stocks, Debt(bonds) and Other

3. Investment Position - Stocks, Debt(bonds) and Other

4. Cash transactions - Deposits, Withdrawals and re-invest

5. Investment transaction Journal* - Stocks

* The program does not currently support custom sub-accounts.

This may be incorporated in later releases subject to demand

The program supports many brokerage houses' CSV file downloads** and is offered on a 30 day trial period at the end of which a one off license fee*** of GBP 9.99 is payable.

** Scripts for Ameritrade Investment CSV file, Fidelity Investment CSV file, Quicken Online CSV export, Retirement Strategies CSV file, Charles Schwab CSV file, Scottrade CSV file and QIF Investment files etc. To add support for your CSV file, please send CSV file to support@icreateofx.com

*** Promotional rate and subject to change without notice.

To download iCreateOFX Investment, CLICK on the image below.