Hi, do you guys use any macos software to help you on your trading/investments?
The thing is, degiro is dam too simple. I need something to notify me on a regular basis on how things are.
Thanks in advance,
F
hey @include,
i have my robo rebalancing sheet. for the net worth sheet, check out @MrRIP’s Net worth sheet
all google sheets 
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Hey @nugget !! That’s awesome! Although it’s a little bit advance for me anyways I will give it a deep look and see which one is better for my needs. Ah, how about alerts/notifications? how do you get notified if stock X moves to a certain point? ((thanks))
I havnt looked into that. but assuming google sheet is quite powerful, you should be able to even get an sms notification…
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For anyone misled: Portfolio Performance’s website is exclusively German, even though the program itself works in German, English, Spanish and Dutch.
And to change the numbers format from comma to a point as decimal point, use this command:
/Applications/PortfolioPerformance.app/Contents/MacOS/PortfolioPerformance -nl de_CH
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Here is my modified rebalancing Sheet from @nugget that takes the fund currency into account. You can create a copy via File → Create Copy.
You can adjust the options and the target allocation in the second sheet and everything is automatically updated. Make sure that Google Finance really finds the right ticker.
| Options | Value |
|---|---|
| Total Rabalancing Deviation | 5% |
| Single Rebalancing Deviation | 2% |
| Limit Order Offset | 0.50% |
| Leverage | 0.999 |
| Base Currency | CHF |
It also generates buy order for the iBot from Interactive broker and tells you what currency adjustments you need to make. Make sure that the iBot finds the right security.
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