Mastock (version 5.40 and later)
The Metastock import preferences panel, first help recognizing existing stock to be updated. There are ambiguous situations. By default, Mastock has a lenient approach; for instance if a stock has the right code, even though the name might have changed, then it’s the same stock. All of the assertions above are generally true, and you should not have to change them but, you can if you want a different strategy.
Replace existing quotes: This is generally what you want when importing a directory, but you can chose to just address the missing days.
Volume multiplier is to help align data between providers. Metastock data usually come from Reuters, and data for volumes are actuals divided by 100. On the other hand, data imported from Yahoo, for instance, are undivided data. The default of 100 is generally right, don’t change it unless you see discrepancies between imported and downloaded data.
The portfolio indicates the name of the portfolio where imported stock will be regrouped.