In the Tiller spreadsheet that I have been using to keep track of my investments I find the Position History very useful. It would be great if Position History were available in the Feeds Add On.
My question is what data is being downloaded using the bank feeds. I can connect to my brokerage account but don’t get all of the information that should be available. I get a Description and Amount. I plan on tracking all of my stock purchases, but can’t seem to get any information on shares purchased, purchase price per share, commission fees or weather it was a buy or a sell. Am I missing something or should I start a separate Feature Request.
I don’t have brokerage accounts but I have mutual fund accounts. The Position History sheet breaks my mutual fund accounts down in to individual funds with in each account. This is very helpful to me. I’m not sure what it would do with a brokerage account. It is available in the traditional Tiller format but not yet in the Feed Add On.