I intend to road-test some alternatives over the coming weeks, so please let me know if you’ve found a happy home for your portfolio.
I suspect a bespoke spreadsheet may be the way forward in the end. Enforced rooting around the Internet – plus some able assistance from ChatGPT – has helped me to automate much of the work.
My efforts aren’t slick enough to share yet. But hopefully we’ll have a workable portfolio spreadsheet ready for the Monevator Massive before too long.
New transactions
Every quarter we put £1,310 down on our portfolio’s horses and hope that a few eventually romp home in the steeplechase of life.
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