Re: Export name & symbol to excel
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Posted by Mark on April 17, 2004 at 18:16:31:
In Reply to: Export name & symbol to excel posted by M. Tuscan on April 17, 2004 at 15:15:54:
: Mark,
: I am losing track of the investment houses that administer my investments. There is a broad range of holding the certificates, on-line broker, equiserver, mellon, computer share,etc. This would also be a good record for my estate if I get 'wacked'.
: Is there a quick way to export investment name and symbol (only) to a spreadsheet so that I can add the investment house name and contact info? I'd like to avoid re-typing all the investment names and symbols if possible.
: Thanks much. You have a great package!! Keep up the great work.
: Mike Hi Mike, Yes, you could create a custom report with just the Symbol. You can
then use "Edit / Copy Text". Then, paste this into a text file, and
read it into Excel, using the fixed width option. Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
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