Correct the data
Do not combine portfolio totals. On yahoo finance the portfolio dividend income totals are not correct. I have 400 shares of JPM and it says I get $3K in income. Dividend is $4.60. I'll assume all are wrong. this is my primary investment portfolio all the others are watch lists. Plus need portfolio totals at the end of worksheet. Use autosum.
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Danny Matthews
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Danny Matthews
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Do not combine portfolios data, some are merely watch lists. Some are accounts not held at the same institution.