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Investment
Holdings Spreadsheet
800x600
Full Screen Example | 1024x768
Full Screen Example (Click on link to enlarge)
Using
our MS Excel template, create a separate investment holdings spreadsheet
for each client and update the sheet with prices from Yahoo! Finance.
Simply click on Update Prices. You can even view and edit the data
within ACT!. The spreadsheet has a database of over 8700 stocks
and over 12,000 mutual funds for easy selection in entering the
data.
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Act4Advisors
Features: |
» Investment
Holdings Spreadsheet allows you to track the client's
investment holdings and automatically update the spreadsheet
with prices from the web.
Enter
Here » |
| »Links to Yahoo!
Finance |
| »
Spreadsheet
has a database of over 8700 stocks and over 12,000
mutual funds for easy entry. |
»
Requires
MS Excel 97
or greater |
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