RE: PORTFOLIO5 Aug 2021 20:19
Hi, On the advanced portfolio. I have entered about 20 transactions (I have another hundred to go!)
You should be able to import .CSV files.
The 'Portfolio Over Time' AND 'Portfolio Holdings Over Time' tabs only show todays date so are essentially blank for the past..
You cannot enter old stocks that don't exist anymore, i.e. BPC or G4S.
Yes it is way too fiddly and doesn't show the portfolio over time which is essentially what I wanted.. So now I shall stop and not revisit it. I'll look for a better alternative.