Investment Tracker template; Australian content

Simon Tomkinson (Wealth and Security Planners) 1 Reputation point
2021-02-23T04:38:30.083+00:00

The Investment Tracker template seems to have available information for listed securities; those listed on the Australian Stock Exchange. For the USA, this seems to include mutual funds. In Australia though, this would seem only to include exchange traded funds and not managed funds. Is information available for Australian managed funds and if not, is this an upcoming development?

Excel Management
Excel Management
Excel: A family of Microsoft spreadsheet software with tools for analyzing, charting, and communicating data.Management: The act or process of organizing, handling, directing or controlling something.
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  1. Emily Hua-MSFT 27,546 Reputation points
    2021-02-23T08:52:03.63+00:00

    @Simon Tomkinson (Wealth and Security Planners)
    As I am not an expert on funds, I have some difficulties in understanding the terms and distinguishing fund types.

    But I download the Investment Tracker template, and I find that the Company column uses Stock data type.
    Based on the article "About the Stocks financial data sources", fundamental company data, historical data, real-time and delayed prices, fund summary and performance data are provided by Refinitiv.
    Besides, for Australia, the Supported Exchanges is Australian Securities Exchange.
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    Currently I have not found a documentation explains that Microsoft will replace the data provider.

    If you need a more accurate answer, maybe you can try to contact Microsoft online directly for a confirm.

    Hope the information could help you.

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