RMW ✭✭✭

I have tried many portfolio trackers over the years. None of them handles investments very well. Especially when it comes to dividends. “Simply Dividends” is a web based tracker focused on dividends …

That works. Thanks so much. I started a workaround in Excel using the XLOOKUP function to add the symbol to the report. But your solution is way faster.

Great. That worked. Thanks all!