Tracking Share Count (or Portfolio Composition)

Google Sheets
1

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?

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Not that I’m aware of. Investment tracking on Tiller is pretty limited and basic. I suspect this is partly a product of what Yodlee makes available to Tiller and partly that Tiller has other priorities. You’ll probably want to look at a more investment-focused tool if that’s a priority.

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