HELP!! Excel experts. Portfolio management spreadsheet and reports.

i use this,..."Trade Journal Spreadsheet" its does all that and more
https://trading-journal-spreadsheet.com/

 

Thanks I'll check it out.

 

Basic Pivot Table can handle it.

 

I am pivot table illiterate.

 

I am as well other than copying what I see in a free YouTube video here or there.

 

Making a pivot table is easy. It’s not the boogie man everyone makes it out to be.

Don’t be intimidated by it.

it can get super complicated if you start using hidden joined tables and formulas. But you don’t need to do that if you are okay with creating helper worksheets.