First of all, I want to explain that I have a love/hate relationship with spreadsheets. It seems that every one I build ends up getting more and more complex because I love making them do more things that simplify my life. But at the same time, I think I sometimes spend so much time trying to make those adjustments that I never really save any time. But, either way, here we are again...
I've got a workbook that I use to keep up with investments in multiple accounts. I'm sharing mini sheets with sample data that I hope will make it easy to understand what I'm trying to accomplish. I keep a master portfolio that is the same for every account. But sometimes due to the differing times of starting those accounts, they have different holdings. BUT, they all have the same potential companies to buy into. I used to use different pages for each account but found that it was hard to keep the primary list of companies and it's accompanying data the same across all worksheets. So, I'm trying to combine them into a single page and use custom views to show hide the various columns for each account.
My current dilemma is that I want to keep all dividends on a separate worksheet and have them inserted into the main page by inserting a sum of the data that pertains to that particular account (notated in the very top row of the page) and the stock (as denoted in the 3rd column of the page).
So, if I'm looking at the ROTH account on the 'Portfolio' worksheet (again noted in the very top row of the sheet), I want to sum all dividends that match that account on the 'Dividends' worksheet. For example 'Portolio'!AG5 should populate with the SUM of ALL dividends that are listed in column D (because AG5 is in the LPL row) of the 'Dividends' worksheet that have the same account (in this case ROTH) listed in column B. If we were looking at AG6 on the 'Portolio' then it would move to column E on the 'Dividends' worksheet. I hope I'm making sense what I'm trying to accomplish.
I've got a workbook that I use to keep up with investments in multiple accounts. I'm sharing mini sheets with sample data that I hope will make it easy to understand what I'm trying to accomplish. I keep a master portfolio that is the same for every account. But sometimes due to the differing times of starting those accounts, they have different holdings. BUT, they all have the same potential companies to buy into. I used to use different pages for each account but found that it was hard to keep the primary list of companies and it's accompanying data the same across all worksheets. So, I'm trying to combine them into a single page and use custom views to show hide the various columns for each account.
My current dilemma is that I want to keep all dividends on a separate worksheet and have them inserted into the main page by inserting a sum of the data that pertains to that particular account (notated in the very top row of the page) and the stock (as denoted in the 3rd column of the page).
So, if I'm looking at the ROTH account on the 'Portfolio' worksheet (again noted in the very top row of the sheet), I want to sum all dividends that match that account on the 'Dividends' worksheet. For example 'Portolio'!AG5 should populate with the SUM of ALL dividends that are listed in column D (because AG5 is in the LPL row) of the 'Dividends' worksheet that have the same account (in this case ROTH) listed in column B. If we were looking at AG6 on the 'Portolio' then it would move to column E on the 'Dividends' worksheet. I hope I'm making sense what I'm trying to accomplish.
| Investment Workbook Copy.xlsm | |||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | AB | AC | AD | AE | AF | AG | AH | AI | AJ | AK | AL | AM | AN | AO | AP | AQ | AR | AS | |||
| 1 | MASTER PORTFOLIO | ROTH | INVEST | ||||||||||||||||||||||||||||||||||||||||||||
| 2 | Tranch 1 | Tranch 2 | Tranch 3 | Tranch 4 | Tranch 1 | ||||||||||||||||||||||||||||||||||||||||||
| 3 | Portfolio # | STOCK ID | STOCK NAME | CURRENT $ | Entry Date | LI BUY PRICE | % BELOW | AVG DWN 1 | AVG DWN 2 | EXIT DATE | SOLD | Buy Date | Buy Price | # Shares | Commission Fees | P/L | Buy Date | Buy Price | # Shares | Commission Fees | P/L | Buy Date | Buy Price | # Shares | Commission Fees | P/L | Buy Date | Buy Price | # Shares | Commission Fees | P/L | Div Income | Total Invested 6109.9825 | Portfolio Percentage | Total P/L 7053.29% | Sell Date | Sell Price | # Shares | Buy Date | Buy Price | # Shares | Commission Fees | P/L | ||||
| 4 | 0.5 | iShares:MSCI Turkey (XNAS:TUR) - (2013-12-18) | iShares:MSCI Turkey (XNAS:TUR) | $ 41.56 | 2013-12-18 | 52.40 | 0.2069 | n | |||||||||||||||||||||||||||||||||||||||
| 5 | 1 | LG Display Co., Ltd. (XNYS:LPL) - (2018-03-01) | LG Display Co., Ltd. (XNYS:LPL) | $ 3.48 | 2018-03-01 | 16.00 | 0.7825 | 11.00 | 8.00 | n | 2023-04-04 | 5.91 | 25 | -41.11% | 2023-04-04 | 5.91 | 25 | -41.11% | 2023-04-04 | 5.91 | 25 | -41.11% | 2023-04-04 | 5.91 | 26 | -41.12% | 2.03 | 596.87 | 9.77% | -40.77% | 101 | 2023-04-04 | 5.91 | 25 | -41.11% | ||||||||||||
| 6 | 2 | CANON INC. (OTCM:CAJPY) - (2018-07-31) | CANON INC. (OTCM:CAJPY) | $ 28.00 | 2018-07-31 | 34.00 | 0.1765 | 28.00 | 22.00 | n | 2023-05-24 | 24.71 | 5 | 6.95 | 7.28% | 2023-05-24 | 24.71 | 5 | 13.31% | 2023-05-24 | 24.71 | 6 | 13.31% | 14.77 | 395.36 | 6.47% | 15.03% | 16 | 2023-05-24 | 24.71 | 5 | 6.95 | 7.28% | ||||||||||||||
| 7 | 3 | THE KRAFT HEINZ COMPANY (XNAS:KHC) - (2018-11-01) | THE KRAFT HEINZ COMPANY (XNAS:KHC) | $ 32.54 | 2018-11-01 | 60.00 | 0.4577 | 44.00 | 35.00 | n | 2023-04-05 | 38.74 | 3 | -16.00% | 2023-04-05 | 38.74 | 3 | -16.00% | 2023-04-05 | 38.74 | 4 | -16.00% | 16.00 | 387.40 | 6.34% | -11.87% | 10 | 2023-04-05 | 38.74 | 3 | -16.00% | ||||||||||||||||
| 8 | 4 | Invesco:Japanese Yen (ARCX:FXY) - (2020-07-30) | Invesco:Japanese Yen (ARCX:FXY) | $ 58.92 | 2020-07-30 | 93.00 | 0.3665 | 80.00 | 70.00 | n | 2023-04-05 | 71.10 | 1 | -17.13% | 2023-04-05 | 71.10 | 2 | -17.13% | 2023-04-05 | 71.10 | 2 | -17.13% | 355.50 | 5.82% | -17.13% | 5 | 2023-04-05 | 71.10 | 1 | -17.13% | |||||||||||||||||
| 9 | 5 | VanEck:Gold Miners (ARCX:GDX) - (2020-12-01) | VanEck:Gold Miners (ARCX:GDX) | $ 33.15 | 2020-12-01 | 36.00 | 0.0792 | 25.00 | 19.00 | n | 2023-09-01 | 29.50 | 3 | 12.37% | 27.68 | 88.50 | 1.45% | 43.65% | 3 | 2023-09-01 | 29.50 | 3 | 12.37% | ||||||||||||||||||||||||
| 10 | 6 | iShares:MSCI Brazil (ARCX:EWZ) - (2021-02-25) | iShares:MSCI Brazil (ARCX:EWZ) | $ 27.29 | 2021-02-25 | 36.00 | 0.2419 | 29.00 | 22.00 | n | 2023-04-05 | 27.34 | 4 | -0.18% | 2023-04-05 | 27.34 | 5 | -0.18% | 2023-04-05 | 27.34 | 5 | -0.18% | - | 382.76 | 6.26% | -0.18% | 14 | 2023-04-05 | 27.34 | 4 | -0.18% | ||||||||||||||||
| 11 | 7 | Glbl X Silver Miners ETF (ARCX:SIL) - (2021-03-25) | Glbl X Silver Miners ETF (ARCX:SIL) | $ 31.24 | 2021-03-25 | 43.00 | 0.2735 | 33.00 | 23.00 | n | 2023-04-05 | 31.92 | 4 | -2.13% | 2023-04-05 | 31.92 | 4 | -2.13% | 2023-04-05 | 31.92 | 4 | -2.13% | 12.04 | 383.04 | 6.27% | 1.01% | 12 | 2023-04-05 | 31.92 | 4 | -2.13% | ||||||||||||||||
| 12 | 8 | Invesco:Euro (ARCX:FXE) - (2021-05-27) | Invesco:Euro (ARCX:FXE) | $ 99.17 | 2021-05-27 | 116.00 | 0.1451 | 111.00 | 106.00 | n | 2023-04-05 | 100.98 | 2 | -1.80% | 2023-04-05 | 100.98 | 2 | -1.80% | 2023-04-05 | 100.98 | 2 | -1.80% | 1.50 | 605.88 | 9.92% | -1.55% | 6 | 2023-04-05 | 100.98 | 2 | -1.80% | ||||||||||||||||
| 13 | 9 | KYNDRYL HOLDINGS, INC. (XNYS:KD) - (2021-11-04) | KYNDRYL HOLDINGS, INC. (XNYS:KD) | $ 25.11 | 2021-11-04 | n | |||||||||||||||||||||||||||||||||||||||||
| 14 | 10 | UBS Group Inc. (XNYS:UBS) - (2022-01-18) | UBS Group Inc. (XNYS:UBS) | $ 30.42 | 2022-01-18 | 196.22 | n | ||||||||||||||||||||||||||||||||||||||||
| 15 | 11 | Nokia Oyj (XNYS:NOK) - (2022-01-18) | Nokia Oyj (XNYS:NOK) | $ 3.71 | 2022-01-18 | 6.50 | 0.4292 | 5.20 | 4.85 | n | |||||||||||||||||||||||||||||||||||||
| 16 | 12 | LLOYDS BANKING GROUP PLC (XNYS:LYG) - (2022-03-01) | LLOYDS BANKING GROUP PLC (XNYS:LYG) | $ 2.71 | 2022-03-01 | 2.70 | (0.0037) | 2.15 | 1.90 | n | 2023-04-05 | 4.89 | 27 | -44.58% | 2023-04-05 | 4.89 | 27 | -44.58% | 2023-04-05 | 4.89 | 27 | -44.58% | - | 396.09 | 6.48% | -44.58% | 81 | 2023-04-05 | 4.89 | 27 | -44.58% | ||||||||||||||||
| 17 | 13 | 3M COMPANY (XNYS:MMM) - (2023-01-25) | 3M COMPANY (XNYS:MMM) | $ 101.54 | 2023-01-25 | 120 | 0.1538 | 100.00 | 75.00 | n | 2023-04-06 | 2.42 | 41 | 4104.55% | 2023-04-06 | 2.42 | 41 | 4104.55% | - | 198.03 | 3.24% | ####### | 82 | 2023-04-06 | 2.42 | 41 | 4104.55% | ||||||||||||||||||||
| 18 | 14 | iShares:iBoxx $IG Corp (ARCX:LQD) - (2023-02-27) | iShares:iBoxx $IG Corp (ARCX:LQD) | $ 108.37 | 2023-02-27 | 108 | (0.0034) | 100.00 | 90.00 | n | 2023-10-04 | 87.94 | 2 | 23.23% | 2023-10-04 | 87.94 | 2 | 23.23% | 12.41 | 351.76 | 5.76% | 26.76% | 4 | 2023-10-04 | 87.94 | 2 | 23.23% | ||||||||||||||||||||
| 19 | 15 | VERIZON COMMUNICATIONS INC. (XNYS:VZ) - (2023-05-01) | VERIZON COMMUNICATIONS INC. (XNYS:VZ) | $ 39.78 | 2023-05-01 | 41 | 0.0298 | 33.00 | 28.00 | n | 2023-10-04 | 99.72 | 1 | -60.11% | 2023-10-04 | 99.72 | 2 | -60.11% | 17.90 | 299.16 | 4.90% | -54.12% | 3 | 2023-10-04 | 99.72 | 1 | -60.11% | ||||||||||||||||||||
| 20 | 16 | Bayer AG (OTCM:BAYRY) - (2023-06-01) | Bayer AG (OTCM:BAYRY) | $ 7.37 | 2023-06-01 | 15 | 0.5087 | 12.00 | 10.00 | n | 2023-05-24 | 36.25 | 5 | -79.67% | 2023-07-17 | 32.34 | 6 | -77.21% | ######## | 375.29 | 6.14% | ####### | 11 | 2023-05-24 | 36.25 | 5 | -79.67% | ||||||||||||||||||||
| 21 | 17 | Equinor ASA (XNYS:EQNR) - (2023-06-01) | Equinor ASA (XNYS:EQNR) | $ 27.38 | 2023-06-01 | 28.00 | 0.0221 | 22.00 | 16.00 | n | 2023-06-01 | 13.87 | 13 | 6.95 | 90.08% | 2023-09-27 | 12.00 | 16 | 6.95 | 120.20% | 2023-12-14 | 8.66 | 24 | 6.95 | 205.94% | 580.15 | 9.50% | 141.45% | 53 | 2023-06-01 | 13.87 | 13 | 6.95 | 90.08% | |||||||||||||
| 22 | 18 | ArcelorMittal SA (XNYS:MT) - (2023-06-28) | ArcelorMittal SA (XNYS:MT) | $ 23.99 | 2023-06-28 | 30.00 | 0.2003 | 21.00 | 14.00 | n | |||||||||||||||||||||||||||||||||||||
| 23 | 19 | TESCO PLC (OTCM:TSCDY) - (2023-08-01) | TESCO PLC (OTCM:TSCDY) | $ 11.56 | 2023-08-01 | 10.50 | (0.1010) | 8.60 | 7.50 | n | 2023-09-05 | 26.80 | 4 | -56.87% | 0.96 | 107.20 | 1.75% | -55.97% | 4 | 2023-09-05 | 26.80 | 4 | -56.87% | ||||||||||||||||||||||||
| 24 | 20 | iShares:20+ Trs Bd ETF (XNAS:TLT) - (2023-10-19) | iShares:20+ Trs Bd ETF (XNAS:TLT) | $ 93.88 | 2023-10-19 | 86.00 | (0.0916) | 80.00 | 67.00 | n | 2023-09-01 | 10.08 | 10 | 6.95 | 771.28% | 6.95 | 100.80 | 1.65% | 777.73% | 10 | 2023-09-01 | 10.08 | 10 | 6.95 | 771.28% | ||||||||||||||||||||||
| 25 | 21 | FRANKLIN RESOURCES, INC. (XNYS:BEN) - (1900-01-00) | FRANKLIN RESOURCES, INC. (XNYS:BEN) | $ 21.96 | n | ||||||||||||||||||||||||||||||||||||||||||
| 26 | 22 | Schwab Value Advantage Money Fund;Investor - (1900-01-00) | Schwab Value Advantage Money Fund;Investor | n | |||||||||||||||||||||||||||||||||||||||||||
Portfolio | |||||||||||||||||||||||||||||||||||||||||||||||
| Cell Formulas | ||
|---|---|---|
| Range | Formula | |
| AG5 | AG5 | =SUM(Dividends!J:J) |
| AG6 | AG6 | =SUM(Dividends!E:E) |
| AG7 | AG7 | =SUM(Dividends!F:F) |
| G4:G12,G15:G24 | G4 | =(F4-D4)/F4 |
| K4,K6:K12,K14:K23 | K4 | =IF(J4="","n","y") |
| K5 | K5 | =IF(AND(J5="",E5=""),"",IF(J5="","n","y")) |
| AG9 | AG9 | =SUM(Dividends!I:I) |
| AG10 | AG10 | =SUM(Dividends!G:G) |
| AG11 | AG11 | =SUM(Dividends!P:P) |
| AG12 | AG12 | =SUM(Dividends!H:H) |
| AG16 | AG16 | =SUM(Dividends!L:L) |
| AG17 | AG17 | =SUM(Dividends!M:M) |
| AG18 | AG18 | =SUM(Dividends!K:K) |
| AG19 | AG19 | =SUM(Dividends!R:R) |
| AG20 | AG20 | =SUM(AY:AY) |
| AH3 | AH3 | ="Total Invested"&CHAR(10)&SUM(AH4:AH403) |
| AH4:AH24 | AH4 | =IF(SUM(N4*O4+S4*T4+X4*Y4+AC4*AD4)=0,"",SUM(N4*O4+S4*T4+X4*Y4+AC4*AD4)) |
| AG23 | AG23 | =SUM(BC:BC) |
| AG24 | AG24 | =SUM(BB:BB) |
| AM4:AM24 | AM4 | =IF(O4="","",SUM(O4+T4+Y4+AD4)) |
| D4:D25 | D4 | =C4.[Price] |
| AI4:AI25 | AI4 | =IF(AH4="","",AH4/SUM(AH$4:AH$101)) |
| B4:B26 | B4 | =IF(C4="","",VALUETOTEXT(C4,0) & " - (" & TEXT(E4,"yyyy-mm-dd") & ")") |
| Q4:Q26,AS4:AS26,AF4:AF26,AA4:AA26,V4:V26 | Q4 | =IF(OR(M4="",N4="",O4="",M4=0,N4=0,N4=0),"",(($D4*O4)-(N4*O4)-P4)/((N4*O4)+P4)) |
| AJ3 | AJ3 | ="Total P/L"&CHAR(10)&ROUND((AVERAGE(AJ4:AJ403))*100,2)&"%" |
| AJ4:AJ26 | AJ4 | =IF(Q4="","",(($D4*(O4+T4+Y4+AD4))-((N4*O4)+(S4*T4)+(X4*Y4)+(AC4*AD4)+P4+U4+Z4+AE4)+AG4)/((N4*O4)+(S4*T4)+(X4*Y4)+(AC4*AD4)+P4+U4+Z4+AE4)) |
| Cells with Conditional Formatting | ||||
|---|---|---|---|---|
| Cell | Condition | Cell Format | Stop If True | |
| B5:B1016 | Expression | =$B$5="" | text | NO |
| F3:F1048576 | Expression | =F3>D4 | text | NO |
| H3:H1048576 | Expression | =H3>D4 | text | NO |
| I3:I1048576 | Expression | =I3>D4 | text | NO |
| Investment Workbook Copy.xlsm | |||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | |||
| 1 | Portfolio | TUR | LPL | CAJPY | KHC | FXY | GDX | EWZ | SIL | FXE | KD | UBS | NOK | LYG | MMM | LQD | VZ | BAYRY | EQNR | MT | TSCDY | TLT | BEN | SCHWAB | |||
| 2 | 2023-05-08 | ROTH | 0.71 | ||||||||||||||||||||||||
| 3 | 2023-05-09 | ROTH | 2.68 | ||||||||||||||||||||||||
| 4 | 2023-05-09 | ROTH | (0.17) | ||||||||||||||||||||||||
| 5 | 2023-06-02 | ROTH | 6.50 | ||||||||||||||||||||||||
| 6 | 2023-06-02 | ROTH | (0.13) | ||||||||||||||||||||||||
| 7 | 2023-06-08 | ROTH | 0.79 | ||||||||||||||||||||||||
| 8 | 2023-06-13 | ROTH | 10.59 | ||||||||||||||||||||||||
| 9 | 2023-06-30 | ROTH | 4.00 | ||||||||||||||||||||||||
| 10 | 2023-07-10 | ROTH | 0.38 | ||||||||||||||||||||||||
| 11 | 2023-07-11 | ROTH | 0.84 | ||||||||||||||||||||||||
| 12 | 2023-07-11 | ROTH | 2.02 | ||||||||||||||||||||||||
| 13 | 2023-08-01 | INVEST | 3.26 | ||||||||||||||||||||||||
| 14 | 2023-08-08 | INVEST | 0.95 | ||||||||||||||||||||||||
| 15 | 2023-08-08 | INVEST | 2.65 | ||||||||||||||||||||||||
| 16 | 2023-08-08 | INVEST | (0.17) | ||||||||||||||||||||||||
| 17 | 2023-09-05 | INVEST | 7.65 | ||||||||||||||||||||||||
| 18 | 2023-09-05 | INVEST | -0.13 | ||||||||||||||||||||||||
| 19 | 2023-09-11 | INVEST | 1.06 | ||||||||||||||||||||||||
| 20 | 2023-09-22 | INVEST | 3.77 | ||||||||||||||||||||||||
| 21 | 2023-09-22 | INVEST | (0.08) | ||||||||||||||||||||||||
| 22 | 2023-09-29 | INVEST | 4.00 | ||||||||||||||||||||||||
| 23 | 2023-10-10 | INVEST | 1.05 | ||||||||||||||||||||||||
| 24 | 2023-11-01 | INVEST | 7.32 | ||||||||||||||||||||||||
| 25 | 2023-11-07 | INVEST | 1.09 | ||||||||||||||||||||||||
| 26 | 2023-11-07 | INVEST | (0.05) | ||||||||||||||||||||||||
| 27 | 2023-11-07 | INVEST | 2.59 | ||||||||||||||||||||||||
| 28 | 2023-11-07 | INVEST | (0.78) | ||||||||||||||||||||||||
| 29 | 2023-11-07 | INVEST | (0.12) | ||||||||||||||||||||||||
| 30 | 2023-11-08 | INVEST | 0.05 | ||||||||||||||||||||||||
| 31 | 2023-11-08 | INVEST | 1.16 | ||||||||||||||||||||||||
| 32 | 2023-11-08 | INVEST | (0.05) | ||||||||||||||||||||||||
| 33 | 2023-11-09 | INVEST | -1.98 | ||||||||||||||||||||||||
| 34 | 2023-12-01 | INVEST | 1.45 | ||||||||||||||||||||||||
| 35 | 2023-12-07 | INVEST | 0.88 | ||||||||||||||||||||||||
| 36 | 2023-12-07 | INVEST | -0.13 | ||||||||||||||||||||||||
| 37 | 2023-12-07 | INVEST | 1.18 | ||||||||||||||||||||||||
| 38 | 2023-12-08 | INVEST | 1.16 | ||||||||||||||||||||||||
| 39 | 2023-12-11 | INVEST | -0.35 | ||||||||||||||||||||||||
| 40 | 2023-12-12 | INVEST | 6.00 | ||||||||||||||||||||||||
| 41 | 2023-12-20 | INVEST | 1.18 | ||||||||||||||||||||||||
| 42 | 2023-12-22 | INVEST | 1.50 | ||||||||||||||||||||||||
| 43 | 2023-12-27 | INVEST | 17.09 | ||||||||||||||||||||||||
| 44 | 2023-12-29 | INVEST | 4.00 | ||||||||||||||||||||||||
| 45 | 2024-01-08 | INVEST | 1.65 | ||||||||||||||||||||||||
| 46 | 2024-01-09 | INVEST | 1.21 | ||||||||||||||||||||||||
| 47 | 2024-02-01 | INVEST | 7.32 | ||||||||||||||||||||||||
| 48 | 2024-02-07 | INVEST | 1.17 | ||||||||||||||||||||||||
| 49 | 2024-02-08 | INVEST | 1.19 | ||||||||||||||||||||||||
| 50 | 2024-02-13 | INVEST | 2.62 | ||||||||||||||||||||||||
| 51 | 2024-02-13 | INVEST | (0.79) | ||||||||||||||||||||||||
| 52 | 2024-02-13 | INVEST | (0.17) | ||||||||||||||||||||||||
| 53 | 2024-03-07 | INVEST | 1.18 | ||||||||||||||||||||||||
| 54 | 2024-03-08 | INVEST | 1.11 | ||||||||||||||||||||||||
| 55 | 2024-03-12 | INVEST | 6.04 | ||||||||||||||||||||||||
| 56 | 2024-04-01 | INVEST | 4.00 | ||||||||||||||||||||||||
| 57 | 2024-04-05 | INVEST | 1.23 | ||||||||||||||||||||||||
| 58 | 2024-04-05 | INVEST | -0.13 | ||||||||||||||||||||||||
| 59 | 2024-04-05 | INVEST | 7.38 | ||||||||||||||||||||||||
| 60 | 2024-04-08 | INVEST | 1.18 | ||||||||||||||||||||||||
Dividends | |||||||||||||||||||||||||||
| Cells with Data Validation | ||
|---|---|---|
| Cell | Allow | Criteria |
| B2:D60 | List | ='Portfolio List'!$A:$A |
