Hi everyone,
I've been hard at work on a new version of Portfolio Tracker, and I am looking for some willing beta testers before I release it to a wider audience.
You should be comfortable with setting up Portfolio Tracker from scratch and be willing to find/report bugs. Documentation is a work in progress, so you may have to "go it alone" until I can update it.
How to get access
If you are a member of the "Portfolio Tracker Insiders" group, you will receive a link to the beta version soon as a thank-you for your ongoing support.
If you have supported me with a one-time donation, send me a message requesting access, and you will be added to the list.
When will I get access?
I will be sending out the invites over the next couple of weeks.
What is new?
Updates
Improved Data Querying/Summarization to support new features
Renamed "Account Dashboard" to "Holdings Dashboard" to reflect new capabilities
New Features
Custom Allocations: In addition to the "Overall Allocation", you can now specify additional allocations selectable from the new Dashboard Settings
Account and Asset "Tags": Tag your Accounts or Assets however you like and use them to filter your Dashboards
Saved Dashboard Views: Create "Saved Views" for common "Dashboard Settings" and "Filters".
Dashboard Settings: Customize your Dashboard View
Group By (Moved from main Dashboard View)
Tree Map Root (Allocation Dashboard Only)
Allocation (Allocation Dashboard Only)
Filters (Include/Exclude)
Account Filters: Accounts, Account Types, Tax Types, Institutions, Owners, Tags
Asset Filters: Assets, Asset Classes, Asset Categories, High-Level Categories, Tags
Sneak peek
Thank you, as always, for your support!
Dan