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vidm i just finished entering 5years worth of transactions in Portfolio slicer, i really like all the stats and data !
Here a couple questions to make sure i am using it properly:
1. In the "Dashboard" tab, the "Holdings %" graph present stats regarding ALL the position i ever had in my portfolio, since in the past i bough/sold many position that i dont hold anymore, the graph is cluttered with a lot of 0% position.
Is there a way to display only the "current holdings" ?
2. is there a way to override the Symbol information taken from the "cloud" ? For example VXUS name is not "Vanguard STAR Funds Vanguard Total International Stock ETF" but really is "Vanguard Total International Stock ETF"
3. Should only my "current holdings" be defined in my Web Workbooks ? From what i understand this is only used to specify wich stock stock quotes to download, right ?
Best regards
Here a couple questions to make sure i am using it properly:
1. In the "Dashboard" tab, the "Holdings %" graph present stats regarding ALL the position i ever had in my portfolio, since in the past i bough/sold many position that i dont hold anymore, the graph is cluttered with a lot of 0% position.
Is there a way to display only the "current holdings" ?
2. is there a way to override the Symbol information taken from the "cloud" ? For example VXUS name is not "Vanguard STAR Funds Vanguard Total International Stock ETF" but really is "Vanguard Total International Stock ETF"
3. Should only my "current holdings" be defined in my Web Workbooks ? From what i understand this is only used to specify wich stock stock quotes to download, right ?
Best regards