Try hooking into Yahoo Finance here - the display format on Yahoo is slightly different for Shares and ETFs but for two of the examples on your sheet :
If that will not work, you could try WeBull app and add your portfolioâs relevant transactions with dates. It will fetch all related dividend yields for you, as well as reflect on them if you changed your positionsâ size or liquidated them. It does have UK stocks and ETFs too. Looks sort of like this (with a nice total at the bottom):
I use WeBull and its good.
Iâm also thinking of using Google script to parse Gmail inbox and update spreadsheet.
This way it would be broker agnostic, and can send email to myself with trade details incase broker doesnât.
At the moment I have something basic working to parse IB emails.
If time permits Iâll start expand it to track portfolio.
For Google Sheets fans with UK mutual funds in their portfolio, hereâs a way your spreadsheet can grab the recent prices from Yahoo finance. (The work of @simran , @Jim_mcgrain , others and this and got me there, thanks.)
is the formula which grabs the price (currently it is the previous close, not the current price, but thatâs fine for me because mutual funds are priced once a day I think. The formula tries a couple of times because Sheets sometimes fails the first time it tries to get the price.)
And cell A7 contains the fundâs ISIN code with .L appended. So eg for Vanguard Lifestrategy 80, A7 would contain GB00B4PQW151.L
Build what, in particular? Much of the discussion in this thread has been around a spreadsheet that tracks the performance of your investments. Are you thinking it would be nice if there were an app that did this? And you donât think that app should be Freetrade?
I see this more as a stop-gap whilst the team focus on the most critical features. Once the roadmap is public, weâll know which features are lined up next (and those out of scope), but I assume there will be still be a window where we donât have coverage of all stocks, curated portfolio risk and performance metrics.
Whilst a spreadsheet can definitely do the job, I know I would find a tool useful (and Iâm sure others could too). Whether that tool is an improved spreadsheet, a webpage or an app would be open for discussion.
@PigeonStrangler that is an awesome piece of work. Iâm going to try and build mine today too. Get back in to work mode ish by diving into a nice spreadsheet