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beirnegroup's avatar
beirnegroup
Copper Contributor
Jan 10, 2023

Track portfolio value

Hi,

 

I am working on a spreadsheet that will track the total value of a portfolio over time. I have a sheet that lists all my holdings that are updated automatically, however, I am not certain how to capture the total value of the portfolio in a way that allows me to chart over time. Any assistance or suggestions would be appreciated. 

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