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A comment on Investment Portfolio Tracker – automated portfolio return calcs and benchmarking. Parent comment

Re:Investment Portfolio Tracker – automated portfolio return... by exig0211 on Thursday April 04, 2024 @12:12PM (#39932320)
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).

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Re:Investment Portfolio Tracker – automated portfolio return... by getToTheChopin on Friday April 05, 2024 @12:13AM (#39938616)
I 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.

[ Parent | on HN ]