Problem it solves
Investment clubs should not need clunky spreadsheets and extra administrative hoops just to help members understand day-to-day portfolio performance.
A cleaner way for an investment club to track portfolio performance without relying on spreadsheet sprawl.
This tool is my attempt to give my investment club members easier visibility into portfolio performance and metrics day to day without the need for clunky spreadsheets and jumping through bureaucratic loops to add many people to a brokerage account.
Investment clubs should not need clunky spreadsheets and extra administrative hoops just to help members understand day-to-day portfolio performance.
I wanted a simpler interface around a real workflow people were already doing, without forcing everyone back into spreadsheets every time they wanted a quick answer.