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by niqolas 5143 days ago
I'd be really interested to see how your set-up works. Would it be possible for you to share your files/code and a short description of how you implemented your set-up? I am happy for you to remove/sanitize sensitive details relating to your portfolio. However, I would love to understand how I can develop a solution like this for myself.

Thank you for your help.

1 comments

What I have is a sheet which says how many of each asset I own, and the desired allocation. Then, there is a cell that calculates the current allocation, based on the number of shares, and the current price of the share.

The current price of the share is fetched from another sheet using a vlookup. That sheet is populated by the script. The script is here! https://gist.github.com/2717042

The overall system is based on research I found here: http://seekingalpha.com/article/15134-the-seeking-alpha-etf-...