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Old 11-29-2015, 09:46 PM
CCITE140 CCITE140 is offline Tracking Stock Shares Held/Sold & Current Value Windows 8 Tracking Stock Shares Held/Sold & Current Value Office 2013
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Tracking Stock Shares Held/Sold & Current Value
 
Join Date: Nov 2015
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Default 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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