You may be a first time user or an existing subscriber. This notification is shown when a new Share Trade Tracker workbook is opened for the first time. We provide a few quick tips to ensure your transition to this new version of Share Trade Tracker is as smooth as possible.
For new users
We recommend you review the Quick Start Guide
Existing subscribers....Transfer my data from existing workbook
You might have only a few trades in your old version of Share Trade Tracker or thousands. Regardless you can use the Share Trade Tracker 'Transfer Data' function to quickly import your existing trade details into the new version of Share Trade.
Once you have opened the new Share Trade Tracker workbook click on the 'Transfer Data' button on the ribbon and you will be presented with an option to 'Set Source' for your OLD Share Trade Tracker workbook. Once the source is set the records contained in that workbook will be validated for transfer. Following that the transfer can start.
Click Transfer Data to see a more detailed description on transferring data from your old Share Trade Tracker workbook.
To access the Help information available in Share Trade Tracker, just click on the "Product Support Help" button in the ribbon once the workbook has opened and the Help window will open for you to review.