Is there a template that handles stock & or stock option transactions tracking?
Hi @brirscott how / where are you currently viewing such transactions (platform/institution)?
I have the same question - just joined and was hoping to be able to also derive a list of the current holdings - then leverage the stock datatype within excel for refresh of the ticker price - but I’m not seeing this readily - - also, seems like most of the excel templates with charts will not load into excel online - I presume , or will try, to load them via desktop then save - will see…
Hi @i_am_rob1971 right now, as long as the institution your investment accounts are under is supported, we can pull in the balance data and some transaction data. More detailed holdings data and investment portfolio tracking is not currently available. There is this Community Solution but for Google Sheets.
You’re right there is a known limitation about graphs and charts in Excel Online .
1 Like
A @twalane mentions, Tiller cannot currently show the specific holdings inside your account.
However, if you categorize your investment account transactions in consistent way, you can track detailed returns of your accounts. I created the template she references to track returns over time-
Hope this helps.
1 Like