How do you dynamically track stock investments?

I have been using the Portfolio sheet in Tiller for about 8 weeks now. I have a company-sponsored 401K with mutual funds primarily in Fidelity. After digging through Fidelity’s web site and Google searches, I have come up with ticker symbols. However, the ticker symbol and my # of shares does not seem to come close to the total value of each fund that I own. Anyone have a similar issue? Also, how do you dynamically track the # of shares that are being bought of each fund in the 401K through Tiller? Is there a sheet that I have missed somewhere? I am not looking for something that I have to manually update with the # of shares that I own from time to time, but something that will dynamically update those shares as they are purchased through my payroll deduction.

@bwentwor,

Sorry for the delay here. We have Holdings History (which I think is what you’re asking for) in a private beta.

You can join the waitlist here.

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