Welcome

Following a successful activation for Share Trade Tracker you are presented with a "Welcome to Share Trade Tracker by XLAutomation" form. This form has been designed to guide you through the setup and configuration of Share Trade Tracker.


First Time User

For the first time user we encourage you to step through each of the suggested setup options in order.

Step 1 - Configure you Data Sources

This option will setup the data sources to be used for prices and dividends. Click on this option to review the defaults and get instructions on how to setup the data sources.

Step 2 - Trading Activity Configuration

This option lets you setup your preferred worksheets for Share Trade Tracker along with the order of the worksheets in the workbook. Once this is finished your use of Share Trade Tracker will be more efficient and less cluttered.

Step 3 - Other Configuration

This option will open the Configuration form and allow you to setup any Portfolio's, Exchanges, Trade Settings and many other features of Share Trade Tracker. These options allow you to optimise your use of Share Trade Tracker.

Step 4 - Getting Started Help

This option will present this website and allow's you to review key information about using Share Trade Tracker. It can be overwhelming to see all the features and functions of Share Trade Tracker, use this help website to get an overview of how to use the workbook as part of your trading toolkit.


Returning User

For the returning user the initial step will transfer any of your trade details from a previous workbook into the new workbook, and then a review of any previous configuration that you setup for Trading Activity.

Step 1 - Configure you Data Sources

This option will setup the data sources to be used for prices and dividends. Click on this option to review the defaults and get instructions on how to setup the data sources.

Step 2 - Transfer from Existing Workbook

This will display the Transfer form and allow you to bring any trade details from a previous workbook. For existing users this is the fastest way to upgrade your version of Share Trade Tracker.

Step 3 - Trading Activity Configuration

This option lets you setup your preferred worksheets for Share Trade Tracker along with the order of the worksheets in the workbook. Once this is finished your use of Share Trade Tracker will be more efficient and less cluttered.