See an overview of your investment portfolio.
Just go to the template here and copy the Holdings/Gains/Coverage sheet to your Tiller spreadsheet. No further setup required.
You are free to copy/use/modify this template. You are encouraged to make it prettier. I’m a programmer, not a designer!
Hi @taylorvance - where is the link to the template to copy it in?
Also, don’t forget to submit here: Tiller Investments (Beta) Contest Submission
If this is an entry for the Investments (Beta) builder contest. Thanks!
Thanks Heather! I realized I’d forgotten the template link as soon as I hit submit. Adding now.
Perfect! I got it. Can you share a little more about what question or inquiry this is helping solve?
I know I could ask AI to learn about this (I’m still a newb-ish investor 
) but what is “known unrealized gains” and what does the “basis coverage” tell me about my portfolio?
I’m also new to this stuff. Known unrealized gains are the increased (or decreased if negative) value of your holdings. Gains = current value - cost basis. The “known” is a disclaimer because unfortunately not all of the accounts report the cost basis to Tiller. So there are inevitably some unknown gains which this sheet cannot account for. But that gap is honestly reported in the Basis Coverage percentage (at the top and in detail rows), which answers how much of current holdings do we know the cost basis for. For reference, my own is about 50%.
I just installed the sheet and it looks good. I am a novice when it comes to investing, so I don’t know what is what, but seeing the pie charts helps. Thanks for sharing it.
