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Financial Quotes, Charts and Technical Analysis for Stock and Commodity Traders...
Markets
Futures
Forex
Signals
Sectors
My Quotes
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Learn About Subscription Features: AES User Guide
Feature List
Markets Tab: Signals Tab: My Quotes Tab:

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   Getting Started with AES Guide
Getting Started Guide

Barchart.com's Advanced Equities Subscription Service (AES) contains numerous features that are not available on the free website. This online User Guide groups AES features according to their location within the Barchart.com site.

For help on the different technical analytics used within the site, please refer to the Learning Center. To contact Barchart.com with a question, comment, data error or bug report please use the Feedback Form. To view all of the different pages within the Barchart.com site, please refer to the Sitemap. For answers to frequently asked questions please refer to the FAQs.

User Guide
My Quotes Tab:

Download Portfolio Data to Excel Spreadsheet -- With your AES subscription, every Portfolio page on the My Quotes tab allows you to download the data displayed to an Excel spreadsheet file. Look for the Excel download button at the top of the page.

Added Benefit: While the Portfolio is similar to the free website program, AES subscribers can save multiple quote screens viewable as either quotes or as specialized portfolios. You also can display Opinion readings on ticker symbols, as well as custom technical and fundamental results.

  1. Open the My Quotes tab.
  2. Choose Multiquote Portfolio (found under Custom Section in the left navigation bar).
  3. Select the View you wish to export from the drop-down list (Quote Screen, Portfolio, Opinions, or any Custom View) and click Change.
  4. Click the Excel download button. You will be given the option of opening the file immediately in Excel, or saving the .csv file to your computer.

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