Anonymous
When tracking your stock portfolio, how do you guys include/ factor in roboadvisor investment into your excel sheets?
I have a neat excel sheet tracking my stock portfolio. How would you recommend factoring in robo advisor investments since the format of stock price, shares, cost doesn’t apply exactly.
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Kenneth Lou
18 Oct 2021
Co-founder at Seedly
Total portfolio value for me, is it up or down. I guess that's just the beauty and simplicity of it!
Another way is to track nett deposits vs current value.
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Tan Choong Hwee
18 Oct 2021
Solutions Specialist at Providend
In stock, you track number of shares and unit share price, which gives you the shareholding value. F...
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Like tracking your savings account balance. Track the total value of the roboadvisor investment.