The HealthEquity link, above, does not require a log in. The spreadsheet to upload has the following format:
Row 1, Columns A-I merged into one cell that contains "All Investment Transactions"
Row 2, Columns A-I merged into once cell that contains "Date Range: mm/dd/yyyy to mm/dd/yyyy"
Row 3, Columns A-I with the following entries:
Date, Fund, Category, Description, Price, Amount, Shares, Total Shares, Total Value
Rows 4 and on contain your data
Date is in mm/dd/yyyy format
Fund is the ticker symbol
Category is Buy, Sell, Dividend, etc.
Description is Investment: ticker symbol
Price is $x.xx
Amount is $x.xx
Shares is x.xxx
Total Shares is x.xxx
Total Value is $x.xx
The catch, of course, is that you need a way to obtain this data for your account going all the way back to the original purchases.
