Is there any function that will allow me to automatically pull in all portfolio details from my investment accounts (e.g., security name/symbol, # of shares, price per share, cost basis, cash)?
If not, is there something else I can buy? Unfortunately, I work on a lot of stuff that involves a lot of stock trading and manually entering these trades is really cruddy. Is there some workaround where the TRANSACTIONS tab can somehow impact a “one and done” hardcoded portfolio tab?