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by wsxiaoys 2678 days ago
Congrats for the launch! I tried a large number of portfolio management options and end up using gSheet, listing some features most solutions missed:

1. Slot based positions instead of ticker based.

2. Cash management.

3. Performance tracking based on actual asset rather than latest asset.

2 comments

Is there an OSS template for gSheets for portfolio management?
Hi, thanks for the feedback!

Could you expand on slot based positions?