Portfolio Management (RBSandiego)

A working portfolio sheet that puts live position monitoring and order entry in one grid. Streaming bid prices and previous close mark each holding, while distance from the 52 week high and low and from the 50 and 200 day moving averages shows where every name sits inside its own range.

Single leg orders can be sent through the Tradier integration from the sheet itself, so a decision reached in the workbook does not have to be retyped elsewhere. Company names label the rows and the grid updates while the market is open.