1. With Barchart for Excel you can easily Sync your Watchlists & Portfolios from the Barchart.com website.

To get started, click the Watchlist button under the Barchart menu.

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2. Here is a list of my Barchart.com Watchlists.  Let's select 401k.

You can also change the Data Type (Intraday or End-of-Day), as well as Data Updates (Dynamic or Static).  In addition, you can change and rearrange the data fields.  Click Insert.

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3. Instantly my 401k Watchlist has been added.  I can now apply Excel formatting, functions and charting to this data.

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4. Let's add a Portfolio.  Click the Portfolio button under the Barchart menu.

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5. Let's select one of the Portfolios and click Insert.

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6. The Portfolio has been added.  You can now work with your Watchlist or Portfolio data inside of Excel.  Changes made in Excel do not sync back to Barchart.com.  However, Barchart.com changes do sync back to Excel when you reopen Excel.

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