Was I the last one on earth that discovered the google app scripts to automate spreadsheet stuff?
I used a similar approach to this one:
And now my spreadsheet is finally 99% automated. I retrieve all ETF value (either with the ticker or with importhtml for VIAC) and when the asset allocation is unbalanced over a certain threshold the script send me an email “Rebalance opportunity!” to me.
I used to randomly check my spreadsheet 2-3 times a month. Now I don’t even need to do that! If something happens to the market and my asset allocation goes out of balance (I don’t follow the market) I receive an email with a summary of my situation, my stock balance and my etf distribution and I can decide to act or not on it.
The only thing left to automate fully would be to retrieve the number of shares of my VIAC ETFs. But I guess I can simply write them once and in most of these accounts they rarely change (difficult to trigger VIAC condition for rebalancing).