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Yes, the data in Money.Net can be exported into Excel. To do this, click the "Settings" menu, and then click "Export Live Streaming and Historical data to Excel".You will be taken to a web page that allows you to download and install the Money.Net Excel plug-in.
Yes. Once the Money.Net tab or window appears, you may continue to trade and/or browse in your original browser. You can open a new window (or tab) to browse other pages. You may also link to your trading account from "Modules" on the top left navigation bar, and then select "Trade Execution".
This feature will be coming soon. You can print using the export workaround right now by clicking on "Manage", then ”Export Portfolio” in your Quote Grid module. This will create a .CSV file that you can print.
In your Quote Grid module, type in the ticker $blank and then click "Add". You can drag this row up or down to separate your data to your preference. Make sure to click the save icon at the top when done and choose "Save Now" (shown below).
An "Option Chain" lists option quotes in order of strike price for present and future months for a given symbol. This feature makes it easier to find the option quotes you are looking for. To view option quotes, type in any symbol (i.e.: IBM), and click on the "Option Chain" button located on the top of the Quote Grid module. You can also accomplish the same thing by right-clicking on a symbol in your portfolio and selecting "Option Chain".
To sort any column, you need to click on the column header of the column you want sorted. Click once for ascending and again for descending. Ensure to save if you want to keep the sorted order. The save icon is located at the top (shown below).
You may have sorted by a rapidly-changing column such as % change. You will likely want to sort on an non-changing or slow-changing column such as Symbol, Description or Exchange. Simply click on the column header of the column you would like to sort on. Click once for ascending and again for descending. Make sure to save using the save icon at the top when done (shown below).
Right-click on the particular symbol to launch a pop-up menu. Click on "Edit Holdings/Alerts", make your entry and click OK. Mac users need to hold the CTRL key + Click instead of right-clicking. Make sure to save using the save icon at the top when done (shown below).
Inside of your Quote Grid module, click on the "Manage" menu and then select "Manage Portfolios". You will see a list of the current portfolios that you have. These can be renamed or deleted to your liking. To add a new portfolio, simply type the preferred name in the next available blank in the list. Click OK and make sure to save using the save icon at the top when done(shown below).
Inside of your Quote Grid module, click on the "Manage" menu and then select "Settings". Click on the "Columns" tab. Once there, you can add or remove columns by using the << or >> buttons. "Active" columns will be shown. "Available" columns will not. Click OK and make sure to save using the save icon at the top when done (shown below).
Right-click on the symbol that you want to enter the sale for. On the drop-down menu, click "Edit Holdings/Alerts", then type in the negative shares amount (i.e.: -100) in the "Shares" field. Click OK and make sure to save using the save icon at the top when done (shown below).
Please log into Money.Net using the "Sign in" button at the top right. You can update your payment selection by clicking the "Update Billing" button and then filling out the form. You can also call 1-888-860-4800 and select option 2 to speak with the billing department.
Move your cursor to the right of the header of the column you wish to resize and place it between the field you want to resize and the next field until you see a double arrow. Then left-click and drag to a preferred size. Make sure to save using the save icon at the top when done (shown below).
Modules in Money.Net can have their fonts altered individually to your liking. First, go to the Settings icon (shown below) in the module that you wish to change.
Click on the "Layout" tab if it is not already selected. You can then choose a pre-set color pack called a "Skin" by using the drop down menu or change each color individually by clicking on the colored rectangles and choosing a new color.