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SimonTomkinsonWealthandSecurityPla-8713 avatar image
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SimonTomkinsonWealthandSecurityPla-8713 asked ·

Investment Tracker template; Australian content

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?

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emilyhua-msft answered ·

@SimonTomkinsonWealthandSecurityPla-8713
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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@SimonTomkinsonWealthandSecurityPla-8713
I am checking this thread, if you have any questions, please feel free to post back.

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