To link a file, select the gear icon from the top of the Watch list component then select Add new linked list.
Browse to the file on the hard-drive or shared network drive.
Then select open.
The file will now be linked to Connect, and will be a selectable read only Watchlist for Connect
Copy the table below and paste into Excel. Then save the file as a .csv file.
|
Symbol |
Pfshares |
Entry Price |
Entry Date |
reinvestType |
|
AAPL |
1500 |
123 |
12/15/13 |
0 |
|
MSFT |
2400 |
234.44 |
12/15/13 |
0 |
|
YHOO |
800 |
34.33 |
12/15/13 |
0 |
|
DIS |
200 |
88.76 |
12/15/13 |
0 |
When the data in the file has changed the user can manually refresh the information in the application by refreshing the link. This can be done from the watch-list window.
Note: some terminology adjustments are being made to provide consistency across the portfolio experience.