Full View didn't do what I wanted.
As an example, I own Costco stock in 5 different accounts. I wanted to know how many total shares of Costco I own, the total dollar value and the percentage. And the same for different versions of SP500 funds, e.g. VFIAX and FXAIX.
I ended up creating a custom Excel spreadsheet. It was a fair amount of work, but at least I have something I want and use.
As an example, I own Costco stock in 5 different accounts. I wanted to know how many total shares of Costco I own, the total dollar value and the percentage. And the same for different versions of SP500 funds, e.g. VFIAX and FXAIX.
I ended up creating a custom Excel spreadsheet. It was a fair amount of work, but at least I have something I want and use.
Statistics: Posted by doobiedoo — Mon Jun 03, 2024 2:46 am — Replies 39 — Views 11010