Central server is only to pull stock quotes, but yes your concern is valid.It is nice but I don't like that it seems to require the central server for the core data. Fine that it's free and around, but are you only planning to track investments this year? I'm wondering and worried about 5-20 years down the road!
Not sure i understand, i have both a US and a Canadian account, isnt something that should be configured in Portfolio Slicer ? Can you do an example of Norbert Gambit with the an interlisted stock (Ex: TD) ? Just want to avoid any confusion
Welcome back vidm, thanks for taking the time to look into this !Sorry for late reply - I am just back from vacation.
How would you envision using data from this column? Would you be OK with new report that would show transaction records when my internally calculated cash value does not match cash specified by user in that column?
Not sure i understand your directive, when you say "worksheets" you mean the "Dashboard" ? Also not sure what is cell BA:14, for me columns are denominated A,B,C,etc. there is no BA.1. I am surprised that in Holdings % you see previous holdings. Somehow for you default filter was removed. To add filter back: on the same worksheets move cursor to cell BA:14. This is symbol values pivot table used for that chart. You need to add filter to this pivot table - click on arrow near "Row Labels" then "Value Filters" then "Greater than...". Then Choose condition "Total Value" "is greater than" 0.