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How do I transfer my Stock Investor user files from one system to another

This is a two-step process, and both steps use Stock Investor Utilities. (Note: Stock Investor cannot be running when attempting to open Stock Investor Utilities.) To launch Stock Investor Utilities, double-click on the Stock Investor Utilities icon on your desktop (if you placed one there at installation) or click the Start button (from the Taskbar) and choose Programs > AAII > Stock Investor > Stock Investor Utilities (assuming you followed the default installation settings). This will open the Stock Investor Utilities window.

The first step is to back up all the necessary files used to store your screens, portfolios, views, notebooks, and custom fields. After selecting "backup user files", click the Backup button at the bottom of the Utilities window:


You will be prompted to enter a destination for the files. Type A: in the box provided to backup the user files to a floppy disk or select the '…' button to designate a location in the directory tree. If you choose a directory, you'll need to copy this directory to your new system.

Once you have backed up the files, the second step is to restore them on the new system. Open Stock Investor Utilities on the new system, select "restore user files," and click the Restore button at the bottom of the window:


You will then be prompted for the location of the backup files (floppy drive, CD-ROM drive, etc.). Once you locate the files, click OK to restore.

After the files have been restored, select Yes when prompted to "recalculate all custom fields." Close Stock Investor Utilities (by clicking the Done button at the bottom of the window) when this is finished and before opening the Stock Investor program.