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Portfolio transaction edit improvement... spreadsheet upload utility
Editing p123 portfolio transactions is the only manual entry process I do now.
I use Interactive Brokers basket trader, from the p123 transaction download, I cut and paste new p123 transactions into a IB header defined spreadsheet, and upload the data into IB ready for transmit. No manual entry... a snap to generate. Basket trading works for me since I'm fine with market orders, as I trade highly liquid stocks.
Manually editing p123 transactions is a bit tedious, and can be prone to errors even though I double check my manual edits. I propose p123 create a simple spreadsheet upload utility that allows inclusion of actual transaction costs. IB generates a trade log that can be cut and pasted into a spreadsheet.... ready for upload to p123.
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