Tracking Stock Shares Held/Sold & Current Value
Hello! I've recently taken on a new job as a CFP's assistant and am looking for a way to simplify her existing excel spreadsheets for tracking stock income and summary. What are some helpful formulas that I would be able to incorporate as a part of more efficient tracking? Also, is there a way to obtain current stock prices in an Excel spreadsheet without manually entering it? Thank you in advance!
Callie
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