Split ETF and Stock portfolio tracking into two sheets

kfwalther / Polly

A portfolio tracking tool written in Go and React.

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Split ETF and Stock portfolio tracking into two sheets #23

Closed kfwalther closed 10 months ago

kfwalther commented 1 year ago

We want to split the CMA transactions google sheet into two in order to more accurately track metrics like YTD performance and cash balances b/w portfolios (since they're currently not distinguished).

kfwalther commented 10 months ago

This is pretty much done. Split the CMA transactions spreadsheet, and lots of code updates to handle two different separate portfolio views, and a merged view.