Really Useful Spreadsheet Things You Aren't Doing (Yet)
Would be great to be able to see possible returns on Symbols after they have been closed... marked on associated price chart as well (date from/at which closed)... it's useful to see gains/losses that could have been... helps... educational... Also, can be helpful to take a price SNAPSHOT (more than one) of a portfolio so can compare relative performance of Symbols from that date to current... can help to see where money is flowing (or leaving) in similar stocks held or if in wrong allocation to another sector... like tech... gold miners... banks, etc... I take these price snapshots when something big happens (like Warsh announcement, April 1 tariff event, etc)... want to see what the market event/reaction is maybe doing (or has done) to my portfolio... obviously I do this for investment candidates as well... Feature request What do you want Navexa to do? Area (pick one) Chosen area: Portfolio Performance Tax & reporting Cash & FX Imports & integrations Mobile UI Other Why does this matter? What problem does it solve? What should it look like? Describe the outcome you want. Example (optional) 1. 2. 3. Extra details (optional) Links, screenshots, examples: