Investment Portfolio Tracking System Web App: a role-based Google Apps Script system with FIFO holdings, XIRR, time-weighted returns, rebalancing, client statements and 19 reports, with a live demo.
Online Tutorial for Data Analysis and Automation
Investment Portfolio Tracking System Web App: a role-based Google Apps Script system with FIFO holdings, XIRR, time-weighted returns, rebalancing, client statements and 19 reports, with a live demo.