Portfolios

Owned by Brendan Hebert
Last updated: Sept 21, 2021

You can access your My Barchart Portfolios directly within Barchart Excel by clicking on the Portfolio icon located in the My Barchart section of the ribbon.

 

Once selected the Insert Portfolio dialogue will display with all of your My Barchart.com account’s Portfolios.

 

Here you can select the Data Type (Intraday or End of Day) and any fields. The default view is the Portfolio view which can be updated using the View button.

 

Once all sections have been made, click Insert and your Watchlist will populate in Excel.

 

Portfolio Removal

Portfolios inserted into a worksheet can be quickly removed by highlighting the Portfolio anchor cell, Clicking on the Portfolio icon and selecting the Clear button.