QUOTE(hft @ Mar 4 2020, 02:38 PM)
Why need to use excel? Plenty of established free or by subscription tool available. You want to be successful or just having fancy excel sheet is the goal?
Some people just prefer a simple spreadsheet tracker that doesn’t require additional login/software I like to have one column for the actual amount paid (including fees) for the shares, one for how many shares I have, and one for the latest price (which I have now automated with the importxml formula!). Then some other fancy formatting like scale weightage conditional color formatting, blabla.
So it gives me a quick glance how much the real gain/loss is without me logging into another website or software. I already use Google Drive extensively for work
EDITED: just realised I can scrape fund prices from Bloomberg for my FSM/other unit trust portfolios as well
This post has been edited by Intimidated: Mar 4 2020, 04:55 PM
Mar 4 2020, 04:52 PM

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