I have Created another table to show the current holdings with its % contribution of the total portfolio. The % Contribution is calculated in the main table(Added a new column). Then I retrieved the stocks which have units>0 and its % contribution to another table.
You can copy the table to your own sheet and make necessary changes in the formulae, so that it works fine. I have added conditional formatting to represent the % contribution in red and green colors according to its value.
You can visit the sheet Here.
Please make a copy of the sheet for personal use.
| Subscribe To Our Free Newsletter |
