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Investment Tracker Help

 

 

Selecting Accounts

If you have a lot of investment accounts, you will end up with a lot of worksheets in your Investment Tracker for Excel file. To make navigating them easier, you can use the Select Account tool in the Investments section of the Investments menu tab. Just click the Select Account tool and select the account you wish to view. You can also simply use the worksheet tabs along the bottom of the screen to select the account worksheet to view. You can rearrange the order of the worksheets by clicking and hold the worksheet tab you want to move and dragging it to a new location.

Select Account

Managing Accounts

Updating Accounts