While Toolkit is designed so that you can open and view a Stock Study by double-clicking on a file, or choosing to Open a file sent by email, there may be circumstances where you can not, or do not want to immediately open a Stock Study that you have received or downloaded.
In that cases, the first thing we suggest is to set a default folder for Toolkit to check when you want to import.
To do this, Go to Options > Preferences, and then click the File Locations tab. From here, click Browse, next to the E-Mail attachments folder. This will open a new window, showing a list of all the folders on your computer, as shown at the right.
While the location is up to you, we suggest to start by scrolling up to the top of the list. From the top of the list, you can select Desktop, or go down to find the Documents or Downloads folder, under the listing for your user folder on the computer.
Once you have made a choice, click OK, and then OK again on the preferences. You can always change the location latter, so don’t worry if you find that you want to use a different folder latter on.
Once you have a default folder set up, you will want to go to File > Import Company > From my Computer… As shown here.
This will open the Locate window, which will look similar to the image at the left.
From this window, you have a few choices. First, choose if you will be importing ITK or SSG files.
Once you choose the type of file, then it will be time to find the file(s).
If you know the folder where the downloaded files are, and are comfortable with navigating through folders, you can use the list in the lower left-hand corner.
In this case, we’ve navigated to a Studies, in a Google drive folder on the computer, and found two .ITK files. Clicking to select one of the files, and then clicking OK, will open the file in Toolkit.
Alternately, you can also click the Look in my Email Attachments button. This will have Toolkit automatically jump to whatever folder you chose when going to Options > Preferences > File Locations > Browse. From there, Toolkit will show any files of the type you’ve chosen. As before, click to select the file you want, and then click OK; Toolkit will import the file.
What if you aren’t sure about the location of the file though? In that case, click the File Finder button, and you will see a new window, Find Company Data File:
From this window, you can type part of the name of the file into the File Name box, then click Find All, and Toolkit will search the computer for any .ITK , .SSG, or .ZIP files that have the name you have typed in.
If you use this, just keep in mind that different files will have slightly different naming styles.
Toolkit, for example, will always name an exported file with the ticker symbol, the name of the preparer, and the date. A study on Apple, exported on September 21st, 2015 by Chris, would be saved on the computer as: AAPL-Chris-2015921
The Online Tools from the BetterInvesting site follow a slightly different pattern. When emailing a .ITK file, the site sends out a file without the name of the company. A study for WFM for example, might show up in email as a file named Study_103880. The email will identify the security, but if you receive multiple .ITK files over email this way, we do suggest to import the file into your Toolkit quickly, to make it easy to keep track of what stock(s) you have been sent.
When emailing a .SSG file, the sites sends out a file with the ticker symbol as part of the name of the company. The same copy of WFM sent as a .SSG file, might show up in email as WFM_4800403. Similarly to the .ITK files sent through the service, we do suggest to import the file quickly, to help keep track of what stocks you have been sent.
If you are in the habit of saving files from the Online tools directly on to your computer, the only difference in naming format is that the .ITK files will show up with the word ‘download’ at the beginning; a downloaded copy of WFM then might show up as download_Study_103880
The nicest part about the File Finder is that it doesn’t matter where the files are on the computer. As long as they have been saved from the web site, or from an email, the File Finder will list them. In the example here, you can see that files have been saved in multiple locations: The User’s directory, a separate folder on the desktop, into the Documents folder, the Downloads folder, and a Studies folder inside a Google Drive folder. Regardless of where the file is, you can click to select it from the list, and then click Import. Toolkit will read the file, and import the study.