Portfolio Tracker

[kali]

Hi,

I don’t have a sample portfolio other than my real portfolio. But the initial download from portfolio performance should come with some samples itself.

I’ve created a new post here detailing how to directly import contract notes into portfolio performance.

T212 Contract Note Email Importer

How to save contract notes into portfolio perfomance: Create some accounts: (one time only) If you want to handle your portfolio like me, I recommend creating a “securities account” and a “deposit account” in portfolio performance for every pie you have on T212. Alternatively you can create just one securities and one deposit account if you want to just save all your investments in one place. [image] Create a template in portfolio performance for T212 contract notes (one time only) go Fil…