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Portfolio View by Quarter
Dear Vidas,
Thank you for developing Portfolio Slicer. It really fits the bill for portfolio tracking.
One thing I have found as a new dividend growth investor with little portfolio history is that quarterly summary provides a shorter term view of performance when the yearly history just isn't there. I have added the Quarterly sheet between Mnthly and Yearly sheet and seems to be working well.
Regards,
Totopops
Thank you for developing Portfolio Slicer. It really fits the bill for portfolio tracking.
One thing I have found as a new dividend growth investor with little portfolio history is that quarterly summary provides a shorter term view of performance when the yearly history just isn't there. I have added the Quarterly sheet between Mnthly and Yearly sheet and seems to be working well.
Regards,
Totopops
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