“ In trying to tidy up my finances I had to rebalance my portfolio, but even though I had all of my trades loaded into a spreadsheet, I found it difficult to ag

“ In trying to tidy up my finances I had to rebalance my portfolio, but even though I had all of my trades loaded into a spreadsheet, I found it difficult to aggregate them by ticker / account / category and calculate the actionable bit — the stocks and quantities I needed to buy/sell to meet a desired allocation.” Is this not what a pivot table does?