portfolio slicer

I use this software to give me an aggregate look at the overall investment status on a daily basis by bucket.  It is free, and uses Excel and Power BI as its toolset so it will be around a while, and my data stays local on my machine.

Not sure I mentioned it before.

I updated the Power BI view to also give me a stock chart, so I can run this daily to update the quotes (free) and look at both allocations and individual stock prices.

Probably been using it for 3 years give or take.  Replaced Quicken with it.  Also just to humor myself I loaded every stock trade I made over the past 15 years so I can see some aggregate data.


Leave a Comment