Export name & symbol to excel
[ Q2 03 - Q4 05 Archive ]
[ Current Message Board ]
[ Archives ]
[ Search ]
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
Replies:
|