So proper now my tracker appears like this. I’ve just a few connections to the MF NAV API operating to drag the most recent NAVs for my 3 MFs on a guide refresh. Planning to enhance and automate the beneath however no clue the way to:
For my investments I’ve to manually enter them every month (Identify, funding quantity in every MF, NAV dates, and so forth) – An extended shot however is there any strategy to automate this?
For India’s Rf and NIFTY 50 TRI, I manually enter them from the investing.com website. Any approach I can automate this within excel? Or in Google sheets (and I ought to be capable of pull it into excel utilizing PQ). India’s Rf & NIFTY 50 TRI are right here
Lastly is there an API that may assist me pull the month-to-month portfolio updates per MF? I.e. the data on what shares/sectors every MF is invested into. Proper now I’ve to manually add it from every fund home’s month-to-month disclosures.
My purpose is to have the ability to automate most of these items and finally simply open the sheet > click on a button > see the dashboard. Questioning if that’s even attainable.