Trying to move my existing sheets to “privately” own sheets, but I can’t find the template for my investments.
My current sheet has Position History and Transactions apart from Balance History. I want the first two so that I can calculate my IRR for all my investments. Haven’t started this as its a lot to handle and want to read more, but I want to first get everything in one place.
I am not sure I fully understand but this might be helpful.
I seem to remember a Position History tab but when I search the help center it says it has been removed. @heather ?
I remember trying it but it did not work that well. Maybe that is why it is gone. Not sure.
I developed a homemade tab to track my investment positions. Here are the first few rows.
Maybe it might be helpful. I organize by account, then by position in each account, then by position over all my accounts. I like column I so I can see my paper gain/loss.
This pretty much gets updated in real time throughout the trading day.
Thanks,
Blake
Hi @mar5,
We don’t yet have Position History support for sheets powered by Tiller Money Feeds (it’s a different API). We intend to build out the support for it again, but I don’t have a timeline at this point.
If you’re dependent on the Position History sheet I’d recommend just sticking with what you’re currently using rather than switching at this time.
Heather
For your homemade version do you have to manually enter the positions? I prefer the automated version of this, but I am ok with sticking with the current setup given @heather’s response. I haven’t had much time to spend on this given other things I am working on but once I get back to creating my investment dashboard I will take a look at your table you have!
Thanks again!
Yes, I need to manually enter the positions. Blake