#google finance c
The EasyEquities platform is constantly evolving in line with our investors’ needs. The latest addition to our site is the Google Finance button, which allows you to upload your EasyEquities transactions directly to your Google Finance profile.
Why should I use google finance you may ask? Well here are a few reasons why it may be beneficial in helping you monitor your investments.
- It’s extremely convenient having everything you need in one place.
- Google finance provides you with up to date and relevant news
- Top stories related to the stock market
- A stock screener, that allows you group and view companies by simply changing the market cap, P/E ratio and dividend yield values that you are looking for.
- Building your own portfolio and tracking its performance.
- Wide spread compatibility, means you don’t have to manually upload all your transactions.
So now you can track all your investments in one place!
Log into your EasyEquities account using your username and password. Select My Account and click on Reports in the drop-down.
Scroll down on the Reports page and click on the red GOOGLE FINANCE button.
Clicking on the Google finance button will generate an Excel document called “Transaction History”.
Open the file and save it to your computer. Make sure you know where it is, because you will need it later. Also … check that you save it with a .csv extension or Google Finance won’t recognise it.
Open Google Finance (https://www.google.com/finance ) and click on the Portfolios link on the left of the page.
On the top right hand side of the page, you will find a button to add a new portfolio. Click it.
Choose a name for your portfolio.
Click OK and you will be taken to a blank portfolio page.
The next step is to load the transaction history csv. file that you saved to your computer in step 3. Do this by clicking on the “Import transactions” link on top of the page.
Now choose the .csv file from your computer.
Click the preview import button
This will show you a preview of what the data you are importing will look like.
If you are happy and can see all your transaction history, then you can click the import button and this will upload the transaction history into your portfolio.
It’s really as easy at that!
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