Wealthica Data Import

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.

Kemampuan add-in
Ketika add-in ini digunakan, add-in ini
  • Membaca dan membuat perubahan pada dokumen
  • Mengirimkan data melalui Internet
  • Sekilas