Home Forums Members Forum My 2020 Logical Investor Portfolio Spreadsheet Reply To: My 2020 Logical Investor Portfolio Spreadsheet

Piano ManPiano Man
Participant
Post count: 171

Hi Robert.
Yes, I enter each tranche (lot) as I purchase them and YF displays only the total number of shares on the main screen. Then, if I click that number, it displays details about each tranche – but only # of shares, price, and date purchased (per tranche).

I guess you must be using the Premium version or something because I don’t have separate broken out per tranche info on the free version.

Thank you though.