Step 1 (Downloading and Installing):

1. Review the system requirements and version history.
2. Enter your e-mail address below and click the Download button.
3. Save the setup file to your computer and then run this program.
4. Macros Must be Enabled.  Doing this varies based on your version of MS Office.
5. For first time installations follow the instructions, select New Users and enter the supplied password.
6. For existing Insight users follow the instructions select Current Users (no password is required if StockOpter Insight is found)

Step 2 (Importing Insight Client Data):

1. Upon completion of installation / upgrade, select the Tools tab.
2. Select Import from another Insight file. A file manager window will appear enabling you to select a “Backup” file to import from (the default directory for these files is: C:\Program Files\Net Worth Strategies\StockOpter Insight\System Files).  Select the Insight Backup.xls.bak file or the highest numbered .bk file and click "Open." Your client list should appear.
3. Select individual clients or Choose All then click OK.
4. Click Save upon completion.

• In order to run StockOpter® Insight Macros Must be Enabled.  Doing this varies based on your version of MS Office.
• If you have difficulty downloading, installing or running StockOpter® Insight, contact technical support at (541) 383-3899.