Forum Discussion
Excel Investment Template
Hello!
I'm using the Excel investment template that pulls data from Refinitiv. I want to add an additional source to it to cover the data that refinitiv does not include,is there a way to add/edit the sources that this specific template has, or does anyone know how to essentially recreate the exact same template with that source plus additional sources?
Thank you!
- mathetesSilver Contributor
You've had nearly 50 views with no replies. You'd help us help you if you were to post a copy of the workbook you have---it's unreasonable to expect us to know what template you're referring to -- or at the very least a link to the specific source of "the Excel template" in question. (It's unlikely that there's only one that would fit that description.)
I guess you use "Investment Tracker" template which is based on Stock data type. If some sources are not available you have two ways - add and update them manually, or use another data source. If the latest that's most probably Power Query which takes information from Yahoo.Finance or like. If the latest I see no reasons to combine both data sources. It'll be easy to use another data source where all data as available and re-create the file using ideas from above template.
- JamesG33Copper Contributor
SergeiBaklan yes that’s the template I’m using. Thank you for the tip, I’ll try recreating the template with other sources.