Portfolios
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.
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Once selected the Insert Portfolio dialogue will display with all of your My Barchart.com account’s Portfolios.
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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.
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Once all sections have been made, click Insert and your Watchlist will populate in Excel.
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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.
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