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Re: Export name & symbol to excel

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Posted by M. Tuscan on April 19, 2004 at 19:33:27:

In Reply to: Re: Export name & symbol to excel posted by Mark on April 17, 2004 at 18:16:31:

: : 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

Mark:
Thanks, once I copied the report into notepad, I edited it to a comma delimited text file and then imported it into Excel. Mission accomplished.
Thanks again, Mike

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