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Yes, your mechanism is better (portable, automatic updates, etc.). How hard would it be to add the Postfolio Slicer stuff to your spreadsheet? Postfolio Slice
by exig0211 3y ago
Yes, 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.