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Investment Tracker Help

 

 

Overview

Investment Tracker for Excel is designed to make tracking all your investments as simple as possible. It provides live price updates every 5 minutes for all the stocks, ETF's and mutual funds that you list in the program using Excel's Stock Data feature. Simply create a new account worksheet for all your investment accounts using the New Account tool. You can easily import and update the asset shares using the Update Account tool. You can also add the assets to the tables on the Account worksheets using the Add Asset tool.

Once you've created the accounts along with the related assets, you can use the Refresh Dashboard tool to view a summary of all the accounts on the Dashboard sheet. The totals on the Dashboard sheet are updated automatically but you'll need to use the Refresh Dashboard tool whenver you add or delete an account worksheet. Although the share prices and account totals will update automatically every 5 minutes, you can force the file to refresh by using the Refresh All tool.

Getting Started Quickly

Managing Investment Accounts

Managing Assets