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Adding a column to Sector Allocation

PRoldiePRoldie
in Excel Workbook
I want to add a column to Sector Allocation instead of adding another table, so I can see how my portfolio is weighted when I carry one or more ETF (mixed) in any particular stock and sector. For example, XUU and VOO mirror SPY stocks and are weighted towards the big tech companies

Comments

  • VidasMatelisVidasMatelis
    Changing the existing structure would be a complicated task, and you should be very good at PowerShell and DAX (or good at using AI).
    My suggestion would be- try using the existing SymbolAllocation structure and see if you can make it work.
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