Does anyone know if there is an excel plug-in that links brokerage data (i.e. account info from fidelity/Schwab, etc.) so I can track/analyze on excel?

likefunny
Posting as :
works at
You are currently posting as works at

What’s the benefit? It’s cumbersome to do performance reporting on a tax lot basis in excel and the data won’t be real time.

I’m not sure about brokerage data, but you could use refinitiv or the like to track pricing based on the ticker symbol, but you would need to update anytime any rebalancing or DRIP or other changes occur. Fidelity gives me the option to export anything as a table, but I know you are likely wanting more automation than that.

Appreciate the love for excel but Mint is by far the best way to track expenses and investments

It doesn’t let you link all of your accounts? Mine typically lag a day or two which isn’t ideal for day trading (check those manually) but for wholistic picture of wealth growth it does the job for me.

Have you looked into personal capital for tracking aggregated investment performance? I can send a referral code if interested

Related Posts

Anyone in risk? What do you all do? I picture a lot of flowcharts and controls, it controls, etc. I’m assuming there’s more to it?

like

Any firms in the region recruiting current MBB associates/managers w/o case interviews for associate/manager positions?

like

Hi Fishes I am in a complex situation, please help me out..

I got an offer with TCS and initially selected joining date as Jan 2.. but current org released me in 1 month instead of 3 months.. I asked TCS HR and others for early Onboarding but they didn't respond well..

After that I got one offer and joined immediately. But now I don't like to work here as I have to go to office all 5 days mandatorily, also role is slightly new to me.

How can join in TCS on the selected date ?
Any possibility?

like

Small update on my FIRE journey. I signed a contract yesterday to close on my 3rd rental property. #'s below. I'm doing 25% down. Once I have this 3rd one, this will bring my total monthly Cash Flow to $950 a month after all expenses, including setting aside 10% of the rent each month for maintenance/vacancies.

Post Photo
likeupliftinghelpful

3/9/22 check in🙌🙌🙌. What are your workout plans today?

Finished my AM ride (25min ish). PM ride will be longer.

like

My company recently finalized comp plans and it is the best it has ever been. I know it may be low compared to others on here but I’m excited of an OTE of 114K which is before bonuses

like

In Barclays Chennai, anyone working from home completely?

like

Has anyone been successful with keto? Any tips?

like

So I recently passed my AWS Practitioner Exam a girl certified and it’s only the beginning! I submitted resume for a better position @ current comp from mission associate UX testing to a Tech support associate for project based testing w/in devops. I haven’t heard anything yet but am also getting scouted for TAM roles… should I wait a little and see if I get the position and if I don’t go after other opportunities out there that are willing to pay my worth… This is bitter sweet moment for me

like

Best city ever to date as a desi single? Doesn’t matter which country.

like

My job title says Application Development Senior Analyst (SSE-Developer) but I'm performing Core SYSTEM ANALYST Role.
Is it possible to switch company for 'BUSINESS SYSTEM ANALYST' roles ?

Ye chief toh 75% emp. ko permanent wfh dene wala tha kisi zamane mai ?

Post Photo

If anyone is interested in taking a summer trip to Myrtle Beach from 7/29-8/5, I am renting out my timeshare with Marriott's OceanWatch Villas at Grande Dunes. This resort is right on the beach and offers many fun activities for the whole family! The two-bed, two-bath condo has a fully furnished kitchen and can fit up to 8 people. I am ideally looking for someone to rent it out for the entire week for about 3K total. Message me for more information!

Post Photo

I’m working with a recruiter trying to lateral to a smaller Midwest market and not really happy with them. They are just sending me general firms that they’ll send my resume to, not actual listings. One of those firms requires my law school transcript but I haven’t sent it yet. Today I just saw a posting on the bar website for a job with that same firm — do I have to go through the recruiter or can I apply myself?

like

Any Data Custodian or Steward or from Data Governance program, Could you please help with some good resources to learn about Data Governance?

like

I have been an adjuster for almost 5 years, although I have loved almost all of my time adjusting and find it fun, in a sense, I am so ready to take my skills into underwriting. Does anyone have any tips for transitioning from adjusting to underwriting? I know this will sound cliche but I find myself to be very passionate about insurance and I do well when interviewed, but it is difficult to get a response for underwriting applications because they all “require” underwriting experience.

like

How does ACN cyber security compare with Big 4 in terms of compensation? Opportunities for advancement?

like

Hi All,
I currently have 5.5 yoe and offer from a product based company.
Offer is of 29 lpa in which 25 is fixed.
No JB, RSU
Offer is ok or should I target more ?

likefunny

With the understanding that as paras there is some amount of drafting involved, how many paras here are asked or tasked to draft pleadings including motions? And do you feel comfortable doing so as in do you believe it’s a task incumbent of attorneys or is it fine if paras do it?

like

Additional Posts in Excel Genius

Does anybody have a good resource that would let me link data from QuickBooks Desktop to Excel?

like

Does anyone here use ASAP Utilites as an Excel add-in? This thing is amazing.

like

I have a large spreadsheet with lots of dates, how can I identify classification based on the dates below? I.e. if your hire date was in between these parameters, it flags you. nested IFAND?

Post Photo
like

Really wish my clients didn’t use Google Sheets. This sucks.

like

Hey Geniuses,

I’m looking to teach myself how to build financial models and LBOs for some PE interviews. Do you know of any free or reasonably priced resources I could use?

like

Coolest, best, or nerdiest thing you've been able to do with Excel?

like

What are the most useful macros you’ve seen that could be used across multiple projects?

like

I have a table of different tickers of stocks and their according prices on different dates and times (hour and minute shown, no seconds). I'm trying to extract a singular price for each ticker based on date and time, but am having trouble doing so as there's multiple prices for each time (i.e. one row has $10 for 2:50pm, another has $11 for 2:50pm, etc) and was wondering if there was a way to pull only one price, let's say the highest, for a time?

like

How TF do I attach the SharePoint version of a slide deck in an email? Every time I try to share, it gives me the link in the email body instead of an actual attachment to open in app. PLEASE AND THANK YOU

like

Need some help. Is there a fax function (Filter) so that if I want my subtotals to show a number but nothing below it to report. One expansion of a row the subtotals show but no numbers below it.

like

Does anyone have any recommendations for a really good excel training course? I’m based in LA and would prefer an in person course but if there is a highly recommended online program, I’m open to that too. I’m looking for more detailed pivot table instruction and more advanced classes in formulas and macros macros

like

Is there an absolute moron’s guide to Index Match? I have two tables of users, some exist on table A that don’t on B, and vice versa. I need to merge them based on their email as the unique identifier

like

What are the most typical models you all build

likehelpful

I have a table in sheet1. Column examples are ID, Initiative, Owner, etc. I’d like to use that table as a growing list of inputs. I’d like for sheet2 to be used by another team for other types of data inputs. But I need sheet2 to automatically populate the IDs from sheet1 as they change. Thoughts?

like

I’ve heard of power query/pivot multiple times but what are their advantages compared to traditional excel? Anyone can share some examples?

like

Maybe I’m late to the party but I just discovered the ASAP Utilities excel add-in and my life is changed. These tools can save loads of time!

like

Has anyone used VBA to create multiple what-if data tables before?

Tips on how to quickly learn mid/advanced Excel tricks and shortcuts? Forum or training somewhere?

like

Anyone use power query before? My goal is I have multiple look up values in one cell (separated by comma) and I need it to look up those values and return values from another table which also may have multiple values (separated by comma) anyone know how to do that? I played around with power query today but it wasn’t giving me what I wanted

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal