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JonahM
6 - Interface Innovator
6 - Interface Innovator
since ‎Jul 28, 2022
‎Nov 29, 2022

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  • 12 Posts
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Hi all - any suggestions out there for best way to do periodic (e.g. monthly or quarterly reporting) for an investment portfolio where things like cost, value would change from period to period, as would additions/deletions to the company records? I ...
Hi all Here is the challenge I need to solve - I track some small time investments for an investor club in companies. i.e. records are the company names (Apple, Netflix, etc.) Fields are James $ Invested and Adam $ Invested James invested $100 in App...
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