Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In with Facebook Sign In with Google Sign In with OpenID Sign In with Twitter

Import data from Investment Mall

edited May 2013 in Advisor


2. Go to the Client List

image

3. Go to Portfolio Download option

4. The report generated on screen has an Export option, export to Excel

5. Open this file in Excel and "Save as Excel 97-2003"

6. Import the newly saved file into MProfit
Tagged:
Sign In or Register to comment.