Display cash in Portfolio view

[Clearwell_T]

Hi @Bogi.H,

I have a similar question about cash positions over at this other thread I messaged you on (sorry to bug you here. The squeaky wheel etc ).

Exact Share Number On A Certain Date?

Hi again @Bogi.H , Resurrecting this thread, as I’m still working on my spreadsheet. This has all been very helpful, but now I’ve hit the snag of tracking my cash position. I had naturally assumed it would be part of the “Confirmation of holdings” data set, but maybe I’m being dense here, as I can’t find a reference to the daily cash position anywhere. As ever, any help you can offer is much appreciated. Regards. CT

Cheers.

CT