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Registered users, contact us at help@investware.com

See what's new with version 4 of the Investor's Toolkit!

Knowledge Base

Download the latest demo.

Registration

  • Go to Options
  • Preferences
  • Click the "File Locations" tab
  • Click the "Select data Subscription" button
  • Within the "Select data File Subscription" window select "Investware Datafiles" from the drop down list.
  • Enter your user name and password that you created when you purchased your data files at Investware.com
  • Click OK on all of the open windows to close them.

Importing Data File Subscriptions into Toolkit 4

  • Go to File >> Import Companies >> From Subscribed Data
  • Next, enter the company ticker symbol or company name into the Company locator and the data would be automatically imported into your Toolkit from your Investware datafile subscription.

Updating companies using your data file subscription and Toolkit 4

  • Go to File >> Update Companies
  • Select the companies you would like to update
  • Select the update type (Full or Changes only)
  • Click the update button to update your companies

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