https://store-images.s-microsoft.com/image/apps.5518.19d78d88-bb0f-4ada-b5af-36bc02109023.f1974072-62a6-417e-a67a-aa9181cad2b2.54556efc-74b9-43e4-8ea2-e12f16f0866a.png

Wealthica Data Import

by Kept Digital Inc.

Import your Wealthica data directly into Microsoft Excel.

Take your data with you. Import your Wealthica account balances, positions, transactions, assets and liabilities data directly into Microsoft Excel. Use the power of Excel to view and manipulate your Wealthica data.

Easily keep your Wealthica data up-to-date with 1-click refresh.

This add-in works in MS Excel 2016 and later for Windows on desktop and Excel Online (browser),

To unlock all of this add-in's data import features, make sure to purchase the MS Excel add-on within your Wealthica account. This can be done by logging into your Wealthica account and adding the MS Excel add-on.

App capabilities

When this app is used, it
  • Can read and make changes to your document
  • Can send data over the Internet

At a glance

https://store-images.s-microsoft.com/image/apps.22152.19d78d88-bb0f-4ada-b5af-36bc02109023.f1974072-62a6-417e-a67a-aa9181cad2b2.c67c4721-819d-4766-950c-df852eb038e7.png
https://store-images.s-microsoft.com/image/apps.42447.19d78d88-bb0f-4ada-b5af-36bc02109023.f1974072-62a6-417e-a67a-aa9181cad2b2.471674f4-e98c-42ba-b32f-4abc54b0b330.png
https://store-images.s-microsoft.com/image/apps.2912.19d78d88-bb0f-4ada-b5af-36bc02109023.f1974072-62a6-417e-a67a-aa9181cad2b2.f1d9f950-e29a-43ef-8458-3eb935dbf59a.png