How to access investment holdings in "Money in Excel"

En-Chuan Huang 1 Reputation point
2022-05-06T22:35:09.117+00:00

I would like to use Money in Excel to do investment allocation. I am wondering how I can access the stock/ETF/bond holdings of each individual account.

Excel Management
Excel Management
Excel: A family of Microsoft spreadsheet software with tools for analyzing, charting, and communicating data.Management: The act or process of organizing, handling, directing or controlling something.
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  1. Ceasar Chen_MSFT 4,391 Reputation points
    2022-05-09T07:43:27.897+00:00

    Hi, @En-Chuan Huang
    Since Money in Excel is a paid service provided by Microsoft, I do not have a test environment, here is a technical document about this service for your reference: money-in-excel


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