IAM Tips & How-To's
Instructions to upload your Investment Account Manager portfolio to Google Finance
From the IAM Home Page:
You can now view your Investment Account Manager Portfolio from any Internet connection in the world by logging into: http://www.google.com/finance
Instructions to upload your Investment Account Manager portfolio to Google Finance
From the IAM Home Page:
- Open the Portfolio for the Google Export.
- Select the Home Page |Portfolio Values tab, then select the Export button, Export to Google File.
- Save the file to a location easy to locate, such as your desktop, with a file name i.e., myport1.
- Select from the IAM toolbar the drop down arrow to the right of the Web Sites of Interest link.
- Select the link to Google Finance: www.google.com/finance, then the green arrow to load the Google website.
- Sign-up for a new account or sign-in to an existing account.
- Select Portfolios in the left panel.
- Find and click on Create a New Portfolio, then OK.
- Enter the portfolio name, and then Create.
- Find and click on Import Transactions.
- Click on the Google Browse button to find the file you saved from Investment Account Manager.
- Preview Import.
- Now save the changes by clicking on Import button.
You can now view your Investment Account Manager Portfolio from any Internet connection in the world by logging into: http://www.google.com/finance
