All ideas
Link to share registry
Hi guys One of my most used part of my (former) excel based holding tracker was a cell with URL link to the applicable unit/share registry's login/investor portal. This easily & quickly allowed me to download the latest dividend statements/etc. When you have many many holdings (like i do), a bunch of chrome bookmarks doesn't cut it as it's hard to know which registry is relevant for which holding. Food for thought :) Cheers