How to Transfer a Portfolio to a New Version of the Spreadsheet
- To be absolutely safe, make a back-up copy of your current spreadsheet
- Open your current version of the spreadsheet, and the new version
- In the "High Yield Portfolio" sheet, make a note of the row number of the last share in the current version
- In the "High Yield Porfolio" sheet of the new version, select cells B6 to P6. You can do this by selecting cell B6, holding down the left mouse button, then clicking on cell P6
NOTE: For versions prior to 10.9 or a-o, select cells B6 to M6 - In cell P6, click and hold on the little black square in the bottom right corner, and drag this down column P to the row number identified in Step 3.
This will copy all cells down, populated with the same share - In your current portfolio, click on cell C6, hold down the SHIFT key, then click on the last populated cell in column C. This selects all of the share symbols in column C. Release the SHIFT key, right-click in the selected area and select COPY in the context window.
- Select cell C6 in the new version, right-click and select PASTE. The new version should now have all rows in column C populated with the share symbols from your portfolio. Column B (Company Name) and column D (Sector) should automatically update. If any cells in Columns B or D show an error such as #N/A, you probably have a customised version of the "Digital Look Data Sheet". See Step 14 below
- In your current portfolio, click on cell F6, hold down the SHIFT key, then click on the last populated cell in column F. This selects all of the share quantities in column F. Release the SHIFT key, right-click in the selected area and select COPY in the context window.
- Select cell F6 in the new version, right-click and select PASTE. The new version should now have all rows in column F populated with the share quantities from your portfolio.
- Save the new version with whatever filename you prefer
- The above steps are the minimum you need. You can now click on the "Get Yahoo Prices" button and then the "Get Digital Look Forecast Yields" button to update the data
Some further steps which you may consider optional: - You may wish to copy data from the "FTSE-HYP Tracking" sheet to the new version
- You may wish to repeat steps 2 to 9 for the Watchlist sheet
- If you have a customised version of the "Digital Look Data Sheet", you can copy it across as follows:
a...In your current version, select the sheet "Digital Look Data Sheet"
b...Click on the "A" in the heading of Column A
c...Hold down the SHIFT button and left-click on the "E" in the heading of Column E
d...Right-click on the selected area and select COPY
e...In the new version, select the sheet "Digital Look Data Sheet
f...Click on the "A" in the heading of Column A
g...Right-click on the selected area and select PASTE
h...This process is now completed. Don't forget to SAVE!