How to download a spreadsheet of Holdings in an investment account

J. Waters
J. Waters Member ✭
edited March 4 in Investing (Windows)
How to download a spreadsheet of Holdings in an Investment Account

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    Go to your Portfolio and click CTRL-P (to print it).  Then adjust your printer settings. to EXPORT  to a "tab delimited" file,  which Excel can import.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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