Money in Excel: track investment portfolios (holdings, transactions) across brokerage accounts
Tried Money in Excel today with a new subscription to MS 365. It seems to show only the total account balance but does not download holdings and investment transactions at this time.
Thank you for using Money in Excel.
Since you mentioned that the template doesn’t show investment transactions, kindly confirm which financial institution are you using with Money in Excel so that we can review the issue.
The Microsoft Team
Michael C commented
Insitutions like: E*Trade, Fidelity, Charles Schwab, Merrill Lynch, Ally Investments, Webull, Tastyworks, etc.
Miles Cary commented
Plaid supports this functionality with their API.
The command is: POST /investments/holdings/get
Please integrate this with Money in Excel!