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Portfolio Slicer is very comprehensive, but there are some drawbacks: - Doesn't work on Macs - User is required to maintain their own csv files containing dail
by getToTheChopin 3y ago
Portfolio Slicer is very comprehensive, but there are some drawbacks:
- Doesn't work on Macs
- User is required to maintain their own csv files containing daily pricing data for their stocks
- For the point above, yes this can be somewhat automated with scripts, but it is still a finicky process
The spreadsheet I posted works on any operating system and uses google finance formulas to automate the pulling in of pricing data for any stock at any date.
- exig0211 3y agoYes, your mechanism is better (portable, automatic updates, etc.). How hard would it be to add the Postfolio Slicer stuff to your spreadsheet? Postfolio Slicer is not well maintained, I would be happy to send you some $$$ if you can integrate what is missing (allocation per sector, support of asset allocation ETF's, missing charts, etc).
- getToTheChopin 3y agoI will work on building those extra charts / features. BTW -- the allocation per sector chart is already available on the Dashboard tab. You can tag each stock with an investment category on the Setup drive, which then drives that chart.
- exig0211 3y ago"User is required to maintain their own csv files containing daily pricing data for their stocks". FYI, this is not correct, the daily quotes are automatically retrieved from Yahoo Finance (or others) and the CSV is automatically generated. Doing this manually would be a pure nightmare!