How this works: Each row is a Quilt sheet of
value cells (ticker, shares, cost) joined with a live
fetch cell (the current price from Yahoo Finance). The
Market Value,
P&L, and
% columns are
formula cells computed across the row. The four summary cards are aggregations over the whole table. The sparkline cell is reserved for a future chart cell. Snapshots serialize the entire workbook as versioned JSON in your browser.
Learn about Quilt.
┌──────────┬───────┬────────┬───────┬──────────┬────────┬──────┐
│ ticker │ shares│ cost │ price │ mkt val │ P&L │ % │
│ (value) │(value)│(value) │(fetch)│(formula) │(formula│(form)│
└──────────┴───────┴────────┴───────┴──────────┴────────┴──────┘
↓
┌────────────┬─────────────┬──────────┬─────────┐
│ Cash │ Positions │ P&L │ Total │ summary cards
│ (value) │ (formula) │ (formula)│(formula)│ (aggregations)
└────────────┴─────────────┴──────────┴─────────┘