I think you could make your current process more efficient. See below thread. It imports trade activity from contract notes to a google sheet, and then archives the email.
You don’t need to re read every single contract note email each time you want to review your portfolio, that’s not a terribly efficient design.
This would then leave 212 to work on building a more robust system to deal with the additional user base, and add more value add features.
The information you need is already available, and users on this forum have built some excellent tools.
Hope the link helps.