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Hi Gaucho Rio, and thank you for a great monthly write-up.
I’m wondering what you use to track your daily progress as was shown in your write-up.
Personally, I use an excel spreadsheet that requires me to manually input my aggregate %’s of each company to determine my overall % for each company. I have several accounts that I track for my wife in two discount brokerage companies. It works, but it is a bit of a pain rather than if I had something that auto-populated each day.
Do you use a subscription service of some sort?
Thank you for your help.
Tony aka sjo
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