DJI Computer Solutions

Software Applications for Microsoft Excel

The most unique, full featured spreadsheet applications on the web. These are not your father's spreadsheets!

Visit Checkbook on Facebook

Visit Handicap Manager on Facebook

Investment Tracker Help

• Introduction
• Welcome
• Registration
• License Agreement
• Installation
• Instructions
• Getting Started Quickly
• Overview
• Accounts
• Managing Acounts
• Updating Acounts
• Selecting Acounts
• Accounts Dashboard
• Download Files
• Mapping Download File Fields
• Assets
• Managing Assets
• Investment Utilities
• Program Options
• Program Help
• Import Previous Version
• Appendix
• Customizing Investment Tracker
• Troubleshooting and Tech Support
• Download Files
• Networking
• Enabling Macros

 

 

Dashboard

The Dashboard worksheet provides a convenient overview of all your investment accounts in one place. Just click the Refresh Dashboard tool in the Investment Accounts section of the Investments menu tab and the program will display an updated table with information and current values for all your financial accounts. Just like all the other tables in the program, you can use Excel's Table Design tool to customize the appear to your liking.

Updating Investment Accounts

Managing Assets